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

Brookstone Capital 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
2023 Q1	–	Sell	-7,025	Closed	-$696K	–	853
2022 Q4	$696K	Buy	+7,025	New	+$673K	0.01%	514
2018 Q3	–	Sell	-100,077	Closed	-$6.42M	–	421
2018 Q2	$6.42M	Sell	100,077 -872	-0.9%	-$58.3K	0.56%	38
2018 Q1	$6.61M	Buy	+100,949	New	+$6.67M	0.6%	36
2015 Q4	–	Sell	-101	Closed	-$4K	–	476
2015 Q3	$4K	Buy	+101	New	+$4.25K	﹤0.01%	1527
2014 Q1	–	Sell	-197,648	Closed	-$7.64M	–	115
2013 Q4	$7.64M	Buy	+197,648	New	+$7.06M	2.2%	5

Other funds holding IAI

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

MIH

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

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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

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

Brookstone Capital Management's IAI Position: Q1 2023 in Review

Brookstone Capital Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2023, closing a stake of 7,025 shares — an estimated $696K sold.

Brookstone Capital Management first reported a position in IAI in Q4 2013 and held it in 5 quarters. The position peaked at $7.64M in Q4 2013. 111 funds tracked by Wall St. Rank hold IAI as of Q1 2023.

Brookstone Capital Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2023 after selling out during the quarter.
Brookstone Capital Management sold 7,025 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2023, an estimated $696K.
Brookstone Capital Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2013 and held it in 5 quarters.
Brookstone Capital Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $7.64M in Q4 2013.
111 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2023.

Based on Brookstone Capital Management's 13F filing for Q1 2023, filed 19 Apr 2023.