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iShares Dow Jones US Oil Equip. shares owned by Milestone Advisory Partners

Quarter-by-quarter ownership of iShares Dow Jones US Oil Equip. (IEZ) shares owned by Milestone Advisory Partners from 13F filings

Historical chart of Milestone Advisory Partners investment in iShares Dow Jones US Oil Equip.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Oil Equip. held by Milestone Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Oil Equip. by Milestone Advisory Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $449k 19k 24.04
2023-06-30 $334k 17k 20.12
2023-03-31 $395k 21k 19.32
2022-12-31 $598k 28k 21.20
2022-09-30 $406k 28k 14.40
2022-06-30 $1.8M 111k 15.94
2022-03-31 $2.5M 131k 19.28

More positions owned by Milestone Advisory Partners

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard World Fds Consum Stp Etf (VDC)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)
Select Sector Spdr Tr Energy (XLE)
Vanguard Wellington Us Minimum (VFMV)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Expanded Tech (IGV)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Financial (XLF)

View all positions for Milestone Advisory Partners

Top funds holding iShares Dow Jones US Oil Equip.

Morgan Stanley
Royal Bank of Canada
Advisor Group Holdings
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Allianz Asset Management
Prospera Financial Services
Stifel Financial
Amica Mutual Insurance Company
Ameriprise Financial
Van Cleef Asset Management
Well Done
Cadent Capital Advisors

View all funds holding iShares Dow Jones US Oil Equip.