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9258 Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

9258 Wealth Management’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
2024
Q3 		$396K Sell
3,078
-158
-5% -$19.5K 0.06% 235
2024
Q2 		$378K Buy
+3,236
New +$373K 0.06% 234

Other funds holding IAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

9258 Wealth Management's IAI Position: Q3 2024 in Review

9258 Wealth Management reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 4.9% in Q3 2024, selling an estimated $19.5K and leaving 3,078 shares worth $396K. The position accounts for 0.06% of the portfolio, ranked #235.

9258 Wealth Management first reported a position in IAI in Q2 2024 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold IAI as of Q3 2024.

  • 9258 Wealth Management held 3,078 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $396K as of Q3 2024.
  • 9258 Wealth Management sold 158 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2024, an estimated $19.5K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #235 holding.
  • 9258 Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2024 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.