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

Arkadios Wealth 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
2021
Q4 		– Sell
-135
Closed -$14K – 1118
2021
Q3 		$14K Hold
135
– – ﹤0.01% 1344
2021
Q2 		$13K Buy
135
+100
+286% +$9.87K ﹤0.01% 1450
2021
Q1 		$3K Hold
35
– – ﹤0.01% 1467
2020
Q4 		$2K Buy
+35
New +$2.45K ﹤0.01% 1253

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

Arkadios Wealth Advisors's IAI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2021, closing a stake of 135 shares — an estimated $14K sold.

Arkadios Wealth Advisors first reported a position in IAI in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q3 2021. 122 funds tracked by Wall St. Rank hold IAI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 135 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2021, an estimated $14K.
  • Arkadios Wealth Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $14K in Q3 2021.
  • 122 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.