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

Brewin Dolphin 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
2022 Q2	$120K	Hold	1,425	–	–	0.01%	148
2022 Q1	$142K	Hold	1,425	–	–	0.02%	140
2021 Q4	$157K	Buy	1,425 +385	+37%	+$42.7K	0.02%	142
2021 Q3	$109K	Sell	1,040 -460	-31%	-$48.4K	0.01%	155
2021 Q2	$153K	Hold	1,500	–	–	0.02%	140
2021 Q1	$138K	Hold	1,500	–	–	0.02%	129
2020 Q4	$119K	Hold	1,500	–	–	0.02%	128
2020 Q3	$93K	Hold	1,500	–	–	0.02%	131
2020 Q2	$89.8K	Hold	1,500	–	–	0.02%	131
2020 Q1	$76.8K	Hold	1,500	–	–	0.04%	96
2019 Q4	$103K	Hold	1,500	–	–	0.05%	94
2019 Q3	$96.5K	Buy	1,500 +1,040	+226%	+$67.1K	0.05%	92
2019 Q2	$29K	Hold	460	–	–	0.02%	135
2019 Q1	$27K	Hold	460	–	–	0.01%	139
2018 Q4	$25.8K	Hold	460	–	–	0.02%	127
2018 Q3	$28.6K	Hold	460	–	–	0.02%	133
2018 Q2	$29.5K	Buy	+460	New	+$30.7K	0.02%	132

Other funds holding IAI

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

ASN

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

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

Brewin Dolphin Wealth Management's IAI Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2022 at 1,425 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #148.

Brewin Dolphin Wealth Management first reported a position in IAI in Q2 2018 and has held it in 17 quarters since. The position peaked at $157K in Q4 2021. 93 funds tracked by Wall St. Rank hold IAI as of Q2 2022.

Brewin Dolphin Wealth Management held 1,425 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $120K as of Q2 2022.
Brewin Dolphin Wealth Management left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2022.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #148 holding.
Brewin Dolphin Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2018 and has held it in 17 quarters since.
Brewin Dolphin Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $157K in Q4 2021.
93 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.