Advisornet Financial’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Advisornet Financial’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	-904	Closed	-$77K	–	2426
2022 Q3	$77K	Sell	904 -275	-23%	-$25.2K	0.01%	725
2022 Q2	$99K	Sell	1,179 -51	-4%	-$4.59K	0.01%	666
2022 Q1	$123K	Buy	1,230 +106	+9%	+$11.2K	0.01%	680
2021 Q4	$124K	Buy	1,124 +410	+57%	+$45.5K	0.01%	721
2021 Q3	$75K	Buy	+714	New	+$75.2K	0.01%	881
2020 Q2	–	Sell	-544	Closed	-$28K	–	1838
2020 Q1	$28K	Hold	544	–	–	﹤0.01%	970
2019 Q4	$37K	Buy	544 +4	+0.7%	+$263	﹤0.01%	994
2019 Q3	$35K	Hold	540	–	–	﹤0.01%	1028
2019 Q2	$34K	Buy	540 +2	+0.4%	+$125	﹤0.01%	924
2019 Q1	$32K	Buy	+538	New	+$32.3K	﹤0.01%	867

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

Advisornet Financial's IAI Position: Q4 2022 in Review

Advisornet Financial sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2022, closing a stake of 904 shares — an estimated $77K sold.

Advisornet Financial first reported a position in IAI in Q1 2019 and held it in 10 quarters. The position peaked at $124K in Q4 2021. 115 funds tracked by Wall St. Rank hold IAI as of Q4 2022.

Advisornet Financial reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2022 after selling out during the quarter.
Advisornet Financial sold 904 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2022, an estimated $77K.
Advisornet Financial first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2019 and held it in 10 quarters.
Advisornet Financial's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $124K in Q4 2021.
115 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.