1834 Investment Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

1834 Investment Advisors’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-116	Closed	-$7K	–	436
2020 Q2	$7K	Sell	116 -117	-50%	-$6.85K	﹤0.01%	356
2020 Q1	$12K	Buy	+233	New	+$15K	﹤0.01%	323
2018 Q3	–	Sell	-376	Closed	-$24K	–	410
2018 Q2	$24K	Hold	376	–	–	﹤0.01%	324
2018 Q1	$25K	Hold	376	–	–	﹤0.01%	328
2017 Q4	$24K	Buy	+376	New	+$22.4K	﹤0.01%	349

Other funds holding IAI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1834 Investment Advisors's IAI Position: Q3 2020 in Review

1834 Investment Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2020, closing a stake of 116 shares — an estimated $7K sold.

1834 Investment Advisors first reported a position in IAI in Q4 2017 and held it in 5 quarters. The position peaked at $25K in Q1 2018. 46 funds tracked by Wall St. Rank hold IAI as of Q3 2020.

1834 Investment Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2020 after selling out during the quarter.
1834 Investment Advisors sold 116 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2020, an estimated $7K.
1834 Investment Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2017 and held it in 5 quarters.
1834 Investment Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $25K in Q1 2018.
46 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2020.

Based on 1834 Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.