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

AMJ Financial 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
2021
Q4 		– Sell
-3,902
Closed -$407K – 101
2021
Q3 		$407K Buy
+3,902
New +$411K 0.17% 69

Other funds holding IAI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
BBA
Braun-Bostich & Associates Canonsburg, Pennsylvania $160M AUM 17.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

AMJ Financial Wealth Management's IAI Position: Q4 2021 in Review

AMJ Financial Wealth Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2021, closing a stake of 3,902 shares — an estimated $407K sold.

AMJ Financial Wealth Management first reported a position in IAI in Q3 2021 and held it in 1 quarter. The position peaked at $407K in Q3 2021. 122 funds tracked by Wall St. Rank hold IAI as of Q4 2021.

  • AMJ Financial Wealth Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2021 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 3,902 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2021, an estimated $407K.
  • AMJ Financial Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2021 and held it in 1 quarter.
  • AMJ Financial Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $407K in Q3 2021.
  • 122 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2021.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.