Advisor Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Advisor Group’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
2019 Q4	$150K	Sell	2,179 -600	-22%	-$39.5K	﹤0.01%	2617
2019 Q3	$179K	Buy	2,779 +718	+35%	+$46.3K	﹤0.01%	2402
2019 Q2	$130K	Sell	2,061 -186	-8%	-$11.6K	﹤0.01%	2651
2019 Q1	$132K	Sell	2,247 -7,475	-77%	-$448K	﹤0.01%	2616
2018 Q4	$545K	Sell	9,722 -947	-9%	-$56.7K	0.01%	1345
2018 Q3	$664K	Sell	10,669 -1,357	-11%	-$88.2K	0.01%	1264
2018 Q2	$770K	Buy	12,026 +6,613	+122%	+$442K	0.01%	1020
2018 Q1	$354K	Buy	5,413 +4,583	+552%	+$303K	﹤0.01%	1561
2017 Q4	$52K	Buy	830 +402	+94%	+$24K	﹤0.01%	3054
2017 Q3	$24K	Sell	428 -20	-4%	-$1.08K	﹤0.01%	3455
2017 Q2	$24K	Buy	448 +130	+41%	+$6.64K	﹤0.01%	3384
2017 Q1	$16K	Buy	318 +27	+9%	+$1.4K	﹤0.01%	3491
2016 Q4	$15K	Hold	291	–	–	﹤0.01%	3394
2016 Q3	$12K	Buy	291 +114	+64%	+$4.55K	﹤0.01%	3448
2016 Q2	$6K	Buy	+177	New	+$6.65K	﹤0.01%	3710

Other funds holding IAI

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

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

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

Advisor Group's IAI Position: Q4 2019 in Review

Advisor Group reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 22% in Q4 2019, selling an estimated $39.5K and leaving 2,179 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #2617.

Advisor Group first reported a position in IAI in Q2 2016 and has held it in 15 quarters since. The position peaked at $770K in Q2 2018. 65 funds tracked by Wall St. Rank hold IAI as of Q4 2019.

Advisor Group held 2,179 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $150K as of Q4 2019.
Advisor Group sold 600 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2019, an estimated $39.5K.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2617 holding.
Advisor Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $770K in Q2 2018.
65 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.