Milestone Advisory Partners’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,600	Closed	-$326K	–	52
2019 Q4	$326K	Hold	5,600	–	–	0.17%	43
2019 Q3	$286K	Hold	5,600	–	–	0.16%	44
2019 Q2	$277K	Hold	5,600	–	–	0.17%	44
2019 Q1	$267K	Hold	5,600	–	–	0.17%	44
2018 Q4	$222K	Hold	5,600	–	–	0.19%	39
2018 Q3	$272K	Hold	5,600	–	–	0.19%	42
2018 Q2	$250K	Hold	5,600	–	–	0.19%	45
2018 Q1	$235K	Sell	5,600 -124	-2%	-$5.34K	0.18%	45
2017 Q4	$233K	Buy	+5,724	New	+$229K	0.17%	45

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Milestone Advisory Partners sold out of iShares US Technology ETF (IYW) in Q1 2020, closing a stake of 5,600 shares — an estimated $326K sold.

Milestone Advisory Partners first reported a position in IYW in Q4 2017 and held it in 9 quarters. The position peaked at $326K in Q4 2019. 422 funds tracked by Wall St. Rank hold IYW as of Q1 2020.

Milestone Advisory Partners reported no remaining iShares US Technology ETF position as of Q1 2020 after selling out during the quarter.
Milestone Advisory Partners sold 5,600 iShares US Technology ETF shares in Q1 2020, an estimated $326K.
Milestone Advisory Partners first reported a position in iShares US Technology ETF in Q4 2017 and held it in 9 quarters.
Milestone Advisory Partners's iShares US Technology ETF position peaked at $326K in Q4 2019.
422 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2020.

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