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

Accel 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
2022 Q4	–	Sell	-766	Closed	-$70K	–	1075
2022 Q3	$70K	Buy	766 +5	+0.7%	+$457	0.04%	308
2022 Q2	$64K	Buy	761 +3	+0.4%	+$270	0.04%	307
2022 Q1	$76K	Buy	758 +6	+0.8%	+$633	0.04%	294
2021 Q4	$83K	Buy	+752	New	+$83.4K	0.04%	288

Other funds holding IAI

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MIH

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Accel Wealth Management's IAI Position: Q4 2022 in Review

Accel Wealth Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2022, closing a stake of 766 shares — an estimated $70K sold.

Accel Wealth Management first reported a position in IAI in Q4 2021 and held it in 4 quarters. The position peaked at $83K in Q4 2021. 115 funds tracked by Wall St. Rank hold IAI as of Q4 2022.

Accel Wealth Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2022 after selling out during the quarter.
Accel Wealth Management sold 766 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2022, an estimated $70K.
Accel Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2021 and held it in 4 quarters.
Accel Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $83K in Q4 2021.
115 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.