Concurrent Investment Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Concurrent Investment Advisors’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
2025 Q1	–	Sell	-14,453	Closed	-$2.08M	–	1284
2024 Q4	$2.08M	Sell	14,453 -51	-0.4%	-$7.28K	0.06%	315
2024 Q3	$1.86M	Buy	14,504 +308	+2%	+$38.1K	0.06%	332
2024 Q2	$1.66M	Buy	+14,196	New	+$1.64M	0.05%	320

Other funds holding IAI

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concurrent Investment Advisors's IAI Position: Q1 2025 in Review

Concurrent Investment Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2025, closing a stake of 14,453 shares — an estimated $2.08M sold.

Concurrent Investment Advisors first reported a position in IAI in Q2 2024 and held it in 3 quarters. The position peaked at $2.08M in Q4 2024. 178 funds tracked by Wall St. Rank hold IAI as of Q1 2025.

Concurrent Investment Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2025 after selling out during the quarter.
Concurrent Investment Advisors sold 14,453 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2025, an estimated $2.08M.
Concurrent Investment Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2024 and held it in 3 quarters.
Concurrent Investment Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.08M in Q4 2024.
178 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2025.

Based on Concurrent Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.