Milestone Asset Management Group, LLC IYK Holdings History
Milestone Asset Management Group, LLC's iShares U.S. Consumer Staples ETF Holding Summary
As of 2025-03-31, Milestone Asset Management Group, LLC held 3,595.00 shares of iShares U.S. Consumer Staples ETF(IYK), totaling $257,290.00. This investment constitutes 0.23% of their stock portfolio, and Milestone Asset Management Group, LLC now holds 0.02% of the outstanding iShares U.S. Consumer Staples ETF(IYK) stock.
The initial trade took place in 2025Q1. And since then Milestone Asset Management Group, LLC has made 1 purchases of IYK, at an average price of $67.90, for a total of 3,595.00 shares. Based on historical transaction data and IYK's current price of $69.36, Milestone Asset Management Group, LLC's estimated gain on his IYK holdings is $5,248.70, reflecting a 2.15% gain to date.
Milestone Asset Management Group, LLC IYK ($69.36) Holding Chart
Milestone Asset Management Group, LLC IYK ($69.36) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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