Avantax Advisory Services’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Avantax Advisory Services’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
2023 Q2	–	Sell	-3,380	Closed	-$310K	–	1536
2023 Q1	$310K	Sell	3,380 -456	-12%	-$44.9K	﹤0.01%	1139
2022 Q4	$369K	Sell	3,836 -526	-12%	-$50.4K	﹤0.01%	1009
2022 Q3	$372K	Sell	4,362 -28	-0.6%	-$2.56K	0.01%	907
2022 Q2	$369K	Buy	4,390 +803	+22%	+$72.2K	0.01%	914
2022 Q1	$357K	Buy	3,587 +1,398	+64%	+$147K	﹤0.01%	923
2021 Q4	$241K	Sell	2,189 -32	-1%	-$3.55K	﹤0.01%	1085
2021 Q3	$231K	Buy	+2,221	New	+$234K	﹤0.01%	1039

Other funds holding IAI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFI

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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

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

Avantax Advisory Services's IAI Position: Q2 2023 in Review

Avantax Advisory Services sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2023, closing a stake of 3,380 shares — an estimated $310K sold.

Avantax Advisory Services first reported a position in IAI in Q3 2021 and held it in 7 quarters. The position peaked at $372K in Q3 2022. 84 funds tracked by Wall St. Rank hold IAI as of Q2 2023.

Avantax Advisory Services reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2023 after selling out during the quarter.
Avantax Advisory Services sold 3,380 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2023, an estimated $310K.
Avantax Advisory Services first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2021 and held it in 7 quarters.
Avantax Advisory Services's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $372K in Q3 2022.
84 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.