Milestone Asset Management’s BlackRock US Industry Rotation ETF INRO Stock Holding History

Milestone Asset Management’s Portfolio INRO Stock Details INRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.56M	Buy	+69,615	New	+$2.54M	0.41%	66

Other funds holding INRO

Scarborough Advisors Annapolis, Maryland $23.9M AUM 12.47% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

BFG

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Milestone Asset Management's INRO Position: Q3 2026 in Review

Milestone Asset Management opened a new position in BlackRock US Industry Rotation ETF (INRO) in Q3 2026: 69,615 shares worth $2.56M. The stake represents 0.41% of the portfolio and ranks #66 among its holdings.

15 funds tracked by Wall St. Rank hold INRO as of Q3 2026.

Milestone Asset Management held 69,615 shares of BlackRock US Industry Rotation ETF worth $2.56M as of Q3 2026.
BlackRock US Industry Rotation ETF was a new Milestone Asset Management position in Q3 2026.
BlackRock US Industry Rotation ETF made up 0.41% of Milestone Asset Management's portfolio in Q3 2026, its #66 holding.
15 funds tracked by Wall St. Rank held BlackRock US Industry Rotation ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.