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

Corbyn Investment 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
2024
Q4 		– Sell
-1,721
Closed -$221K – 68
2024
Q3 		$221K Hold
1,721
– – 0.08% 64
2024
Q2 		$201K Sell
1,721
-424
-20% -$48.9K 0.08% 65
2024
Q1 		$249K Sell
2,145
-28
-1% -$3.04K 0.11% 59
2023
Q4 		$236K Sell
2,173
-41
-2% -$3.92K 0.11% 56
2023
Q3 		$202K Hold
2,214
– – 0.1% 57
2023
Q2 		$201K Sell
2,214
-47
-2% -$4.21K 0.1% 61
2023
Q1 		$207K Buy
2,261
+18
+0.8% +$1.77K 0.08% 63
2022
Q4 		$216K Buy
+2,243
New +$215K 0.09% 60
2022
Q2 		– Sell
-2,436
Closed -$243K – 85
2022
Q1 		$243K Sell
2,436
-307
-11% -$32.4K 0.08% 69
2021
Q4 		$302K Buy
2,743
+308
+13% +$34.2K 0.09% 65
2021
Q3 		$254K Hold
2,435
– – 0.08% 67
2021
Q2 		$249K Buy
+2,435
New +$240K 0.09% 60

Other funds holding IAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Corbyn Investment Management's IAI Position: Q4 2024 in Review

Corbyn Investment Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2024, closing a stake of 1,721 shares — an estimated $221K sold.

Corbyn Investment Management first reported a position in IAI in Q2 2021 and held it in 12 quarters. The position peaked at $302K in Q4 2021. 182 funds tracked by Wall St. Rank hold IAI as of Q4 2024.

  • Corbyn Investment Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2024 after selling out during the quarter.
  • Corbyn Investment Management sold 1,721 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2024, an estimated $221K.
  • Corbyn Investment Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2021 and held it in 12 quarters.
  • Corbyn Investment Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $302K in Q4 2021.
  • 182 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2024.

Based on Corbyn Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.