Milestone Advisory Partners’s iShares US Real Estate ETF IYR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,429	Closed	-$691K	–	51
2019 Q4	$691K	Hold	7,429	–	–	0.36%	32
2019 Q3	$695K	Hold	7,429	–	–	0.39%	31
2019 Q2	$649K	Hold	7,429	–	–	0.39%	30
2019 Q1	$647K	Hold	7,429	–	–	0.42%	29
2018 Q4	$555K	Hold	7,429	–	–	0.48%	26
2018 Q3	$594K	Hold	7,429	–	–	0.42%	30
2018 Q2	$599K	Hold	7,429	–	–	0.45%	30
2018 Q1	$561K	Hold	7,429	–	–	0.42%	29
2017 Q4	$602K	Buy	+7,429	New	+$603K	0.45%	30

Other funds holding IYR

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

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Milestone Advisory Partners sold out of iShares US Real Estate ETF (IYR) in Q1 2020, closing a stake of 7,429 shares — an estimated $691K sold.

Milestone Advisory Partners first reported a position in IYR in Q4 2017 and held it in 9 quarters. The position peaked at $695K in Q3 2019. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

Milestone Advisory Partners reported no remaining iShares US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Milestone Advisory Partners sold 7,429 iShares US Real Estate ETF shares in Q1 2020, an estimated $691K.
Milestone Advisory Partners first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 9 quarters.
Milestone Advisory Partners's iShares US Real Estate ETF position peaked at $695K in Q3 2019.
447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

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