Milestone Advisory Partners’s iShares US Basic Materials ETF IYM Stock Holding History

Milestone Advisory Partners’s Portfolio IYM Stock Details IYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3.15M	Buy	24,937 +3,381	+16%	+$447K	2.62%	13
2023 Q2	$2.87M	Sell	21,556 -6,483	-23%	-$835K	2.6%	12
2023 Q1	$3.72M	Buy	28,039 +25,992	+1,270%	+$3.46M	3.43%	9
2022 Q4	$255K	Sell	2,047 -706	-26%	-$86.8K	0.19%	60
2022 Q3	$298K	Sell	2,753 -11,771	-81%	-$1.41M	0.22%	52
2022 Q2	$1.71M	Buy	14,524 +6,773	+87%	+$936K	1.39%	18
2022 Q1	$1.16M	Buy	+7,751	New	+$1.07M	0.63%	34

Other funds holding IYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Milestone Advisory Partners's IYM Position: Q3 2023 in Review

Milestone Advisory Partners increased its iShares US Basic Materials ETF (IYM) stake by 16% in Q3 2023, buying an estimated $447K and bringing the position to 24,937 shares worth $3.15M. The position accounts for 2.62% of the portfolio, ranked #13.

Milestone Advisory Partners first reported a position in IYM in Q1 2022 and has held it in 7 quarters since. The position peaked at $3.72M in Q1 2023. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

Milestone Advisory Partners held 24,937 shares of iShares US Basic Materials ETF worth $3.15M as of Q3 2023.
Milestone Advisory Partners bought 3,381 iShares US Basic Materials ETF shares in Q3 2023, an estimated $447K.
iShares US Basic Materials ETF made up 2.62% of Milestone Advisory Partners's portfolio in Q3 2023, its #13 holding.
Milestone Advisory Partners first reported a position in iShares US Basic Materials ETF in Q1 2022 and has held it in 7 quarters since.
Milestone Advisory Partners's iShares US Basic Materials ETF position peaked at $3.72M in Q1 2023.
192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.