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

American Portfolios 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
2022 Q3	$29K	Sell	340 -12,711	-97%	-$1.16M	﹤0.01%	2007
2022 Q2	$1.1M	Sell	13,051 -566	-4%	-$50.9K	0.05%	406
2022 Q1	$1.36M	Sell	13,617 -2,696	-17%	-$284K	0.05%	388
2021 Q4	$1.8M	Buy	16,313 +12,438	+321%	+$1.38M	0.06%	311
2021 Q3	$405K	Buy	3,875 +3,158	+440%	+$333K	0.02%	802
2021 Q2	$73.2K	Buy	717 +637	+796%	+$62.9K	﹤0.01%	1532
2021 Q1	$7.37K	Buy	+80	New	+$7.1K	﹤0.01%	2517
2018 Q4	–	Sell	-1,067	Closed	-$66.4K	–	2490
2018 Q3	$66.4K	Sell	1,067 -286	-21%	-$18.6K	0.01%	992
2018 Q2	$86.7K	Buy	1,353 +123	+10%	+$8.22K	0.01%	852
2018 Q1	$80.5K	Buy	+1,230	New	+$81.2K	0.01%	831

Other funds holding IAI

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

SFI

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

American Portfolios Advisors's IAI Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 97% in Q3 2022, selling an estimated $1.16M and leaving 340 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

American Portfolios Advisors first reported a position in IAI in Q1 2018 and has held it in 10 quarters since. The position peaked at $1.8M in Q4 2021. 94 funds tracked by Wall St. Rank hold IAI as of Q3 2022.

American Portfolios Advisors held 340 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $29K as of Q3 2022.
American Portfolios Advisors sold 12,711 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2022, an estimated $1.16M.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2007 holding.
American Portfolios Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2018 and has held it in 10 quarters since.
American Portfolios Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.8M in Q4 2021.
94 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.