Aveo Capital Partners’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Aveo Capital Partners’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
2024 Q4	–	Sell	-2,876	Closed	-$370K	–	351
2024 Q3	$370K	Buy	+2,876	New	+$355K	0.04%	248
2023 Q2	–	Sell	-38,899	Closed	-$3.56M	–	345
2023 Q1	$3.56M	Buy	38,899 +10,814	+39%	+$1.06M	0.48%	65
2022 Q4	$2.7M	Buy	+28,085	New	+$2.69M	0.41%	58
2021 Q3	–	Sell	-42,377	Closed	-$4.33M	–	265
2021 Q2	$4.33M	Buy	+42,377	New	+$4.18M	0.96%	24

Other funds holding IAI

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Aveo Capital Partners's IAI Position: Q4 2024 in Review

Aveo Capital Partners sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2024, closing a stake of 2,876 shares — an estimated $370K sold.

Aveo Capital Partners first reported a position in IAI in Q2 2021 and held it in 4 quarters. The position peaked at $4.33M in Q2 2021. 183 funds tracked by Wall St. Rank hold IAI as of Q4 2024.

Aveo Capital Partners reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2024 after selling out during the quarter.
Aveo Capital Partners sold 2,876 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2024, an estimated $370K.
Aveo Capital Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2021 and held it in 4 quarters.
Aveo Capital Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $4.33M in Q2 2021.
183 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2024.

Based on Aveo Capital Partners's 13F filing for Q4 2024, filed 30 Jan 2025.