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

Bison Wealth’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
-126
Closed -$13K – 396
2021
Q3 		$13K Sell
126
-16
-11% -$1.69K 0.01% 403
2021
Q2 		$14K Hold
142
– – 0.01% 386
2021
Q1 		$13K Hold
142
– – 0.01% 401
2020
Q4 		$11K Hold
142
– – 0.01% 359
2020
Q3 		$9K Hold
142
– – 0.01% 321
2020
Q2 		$8K Buy
+142
New +$8.32K 0.01% 319

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

Bison Wealth's IAI Position: Q4 2021 in Review

Bison Wealth sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2021, closing a stake of 126 shares — an estimated $13K sold.

Bison Wealth first reported a position in IAI in Q2 2020 and held it in 6 quarters. The position peaked at $14K in Q2 2021. 122 funds tracked by Wall St. Rank hold IAI as of Q4 2021.

  • Bison Wealth reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2021 after selling out during the quarter.
  • Bison Wealth sold 126 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2021, an estimated $13K.
  • Bison Wealth first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2020 and held it in 6 quarters.
  • Bison Wealth's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $14K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.