Ayalon Insurance Company’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Ayalon Insurance Company’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 Q4	–	Sell	-800	Closed	-$73K	–	78
2023 Q3	$73K	Hold	800	–	–	0.03%	76
2023 Q2	$73K	Hold	800	–	–	0.03%	78
2023 Q1	$73K	Sell	800 -12,500	-94%	-$1.23M	0.03%	78
2022 Q4	$1.28M	Hold	13,300	–	–	0.6%	40
2022 Q3	$1.14M	Sell	13,300 -4,650	-26%	-$425K	0.54%	40
2022 Q2	$1.51M	Sell	17,950 -9,150	-34%	-$823K	0.72%	37
2022 Q1	$2.71M	Buy	27,100 +200	+0.7%	+$21.1K	0.92%	26
2021 Q4	$2.96M	Hold	26,900	–	–	1.01%	27
2021 Q3	$2.85M	Buy	26,900 +120	+0.4%	+$12.6K	1.03%	30
2021 Q2	$2.74M	Buy	26,780 +600	+2%	+$59.2K	0.91%	31
2021 Q1	$2.45M	Buy	+26,180	New	+$2.32M	0.96%	33

Other funds holding IAI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIH

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

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

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ayalon Insurance Company's IAI Position: Q4 2023 in Review

Ayalon Insurance Company sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2023, closing a stake of 800 shares — an estimated $73K sold.

Ayalon Insurance Company first reported a position in IAI in Q1 2021 and held it in 11 quarters. The position peaked at $2.96M in Q4 2021. 85 funds tracked by Wall St. Rank hold IAI as of Q4 2023.

Ayalon Insurance Company reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2023 after selling out during the quarter.
Ayalon Insurance Company sold 800 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2023, an estimated $73K.
Ayalon Insurance Company first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2021 and held it in 11 quarters.
Ayalon Insurance Company's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.96M in Q4 2021.
85 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2023.

Based on Ayalon Insurance Company's 13F filing for Q4 2023, filed 16 Jan 2024.