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

CreativeOne 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
2023
Q2 		– Sell
-2,854
Closed -$262K – 859
2023
Q1 		$262K Buy
+2,854
New +$281K 0.01% 677

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CreativeOne Wealth's IAI Position: Q2 2023 in Review

CreativeOne Wealth sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2023, closing a stake of 2,854 shares — an estimated $262K sold.

CreativeOne Wealth first reported a position in IAI in Q1 2023 and held it in 1 quarter. The position peaked at $262K in Q1 2023. 84 funds tracked by Wall St. Rank hold IAI as of Q2 2023.

  • CreativeOne Wealth reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 2,854 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2023, an estimated $262K.
  • CreativeOne Wealth first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2023 and held it in 1 quarter.
  • CreativeOne Wealth's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $262K in Q1 2023.
  • 84 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2023.

Based on CreativeOne Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.