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Milestone Advisory Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Milestone Advisory Partners’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,536
Closed -$259K – 49
2019
Q4 		$259K Hold
4,536
– – 0.14% 53
2019
Q3 		$247K Buy
+4,536
New +$249K 0.14% 50

Other funds holding IYC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Milestone Advisory Partners's IYC Position: Q1 2020 in Review

Milestone Advisory Partners sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2020, closing a stake of 4,536 shares — an estimated $259K sold.

Milestone Advisory Partners first reported a position in IYC in Q3 2019 and held it in 2 quarters. The position peaked at $259K in Q4 2019. 144 funds tracked by Wall St. Rank hold IYC as of Q1 2020.

  • Milestone Advisory Partners reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2020 after selling out during the quarter.
  • Milestone Advisory Partners sold 4,536 iShares US Consumer Discretionary ETF shares in Q1 2020, an estimated $259K.
  • Milestone Advisory Partners first reported a position in iShares US Consumer Discretionary ETF in Q3 2019 and held it in 2 quarters.
  • Milestone Advisory Partners's iShares US Consumer Discretionary ETF position peaked at $259K in Q4 2019.
  • 144 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2020.

Based on Milestone Advisory Partners's 13F filing for Q1 2020, filed 31 Jul 2020.