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Milestone Advisory Partners’s iShares US Industrials ETF IYJ Stock Holding History

Milestone Advisory Partners’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-27,224
Closed -$2.13M – 47
2018
Q3 		$2.13M Sell
27,224
-760
-3% -$57.8K 1.51% 18
2018
Q2 		$2.01M Sell
27,984
-2,244
-7% -$164K 1.5% 19
2018
Q1 		$2.19M Buy
30,228
+2,060
+7% +$155K 1.64% 19
2017
Q4 		$2.08M Buy
+28,168
New +$2.01M 1.56% 21

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Milestone Advisory Partners's IYJ Position: Q4 2018 in Review

Milestone Advisory Partners sold out of iShares US Industrials ETF (IYJ) in Q4 2018, closing a stake of 27,224 shares — an estimated $2.13M sold.

Milestone Advisory Partners first reported a position in IYJ in Q4 2017 and held it in 4 quarters. The position peaked at $2.19M in Q1 2018. 153 funds tracked by Wall St. Rank hold IYJ as of Q4 2018.

  • Milestone Advisory Partners reported no remaining iShares US Industrials ETF position as of Q4 2018 after selling out during the quarter.
  • Milestone Advisory Partners sold 27,224 iShares US Industrials ETF shares in Q4 2018, an estimated $2.13M.
  • Milestone Advisory Partners first reported a position in iShares US Industrials ETF in Q4 2017 and held it in 4 quarters.
  • Milestone Advisory Partners's iShares US Industrials ETF position peaked at $2.19M in Q1 2018.
  • 153 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2018.

Based on Milestone Advisory Partners's 13F filing for Q4 2018, filed 4 Aug 2020.