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

Avitas 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
2024
Q4 		$574K Sell
3,982
-230
-5% -$32.8K 0.08% 153
2024
Q3 		$541K Sell
4,212
-53
-1% -$6.55K 0.08% 157
2024
Q2 		$499K Buy
4,265
+51
+1% +$5.88K 0.07% 165
2024
Q1 		$489K Sell
4,214
-63
-1% -$6.85K 0.07% 175
2023
Q4 		$464K Buy
4,277
+65
+2% +$6.22K 0.08% 169
2023
Q3 		$383K Buy
4,212
+1,442
+52% +$136K 0.07% 179
2023
Q2 		$251K Buy
2,770
+46
+2% +$4.12K 0.05% 190
2023
Q1 		$250K Buy
2,724
+493
+22% +$48.5K 0.05% 191
2022
Q4 		$214K Buy
+2,231
New +$214K 0.05% 180
2022
Q2 		– Sell
-2,017
Closed -$201K – 208
2022
Q1 		$201K Sell
2,017
-2,039
-50% -$215K 0.04% 190
2021
Q4 		$447K Sell
4,056
-63
-2% -$6.99K 0.08% 163
2021
Q3 		$430K Sell
4,119
-44
-1% -$4.63K 0.08% 173
2021
Q2 		$425K Buy
4,163
+57
+1% +$5.62K 0.08% 181
2021
Q1 		$378K Buy
4,106
+18
+0.4% +$1.6K 0.07% 192
2020
Q4 		$325K Buy
+4,088
New +$286K 0.07% 200
2020
Q1 		– Sell
-4,421
Closed -$303K – 151
2019
Q4 		$303K Sell
4,421
-40
-0.9% -$2.63K 0.08% 160
2019
Q3 		$287K Buy
+4,461
New +$288K 0.08% 162

Other funds holding IAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Avitas Wealth Management's IAI Position: Q4 2024 in Review

Avitas Wealth Management reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 5.5% in Q4 2024, selling an estimated $32.8K and leaving 3,982 shares worth $574K. The position accounts for 0.08% of the portfolio, ranked #153.

Avitas Wealth Management first reported a position in IAI in Q3 2019 and has held it in 17 quarters since. 182 funds tracked by Wall St. Rank hold IAI as of Q4 2024.

  • Avitas Wealth Management held 3,982 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $574K as of Q4 2024.
  • Avitas Wealth Management sold 230 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2024, an estimated $32.8K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.08% of Avitas Wealth Management's portfolio in Q4 2024, its #153 holding.
  • Avitas Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2019 and has held it in 17 quarters since.
  • 182 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.