Credential Qtrade Securities’s IAA, Inc. Common Stock IAA Stock Holding History

Credential Qtrade Securities’s Portfolio IAA Stock Details IAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-197	Closed	-$7.88K	–	428
2022 Q4	$7.88K	Hold	197	–	–	﹤0.01%	292
2022 Q3	$6.27K	Hold	197	–	–	﹤0.01%	298
2022 Q2	$6.46K	Hold	197	–	–	﹤0.01%	306
2022 Q1	$7.54K	Hold	197	–	–	﹤0.01%	311
2021 Q4	$9.97K	Hold	197	–	–	﹤0.01%	311
2021 Q3	$10.8K	Buy	197 +63	+47%	+$3.49K	﹤0.01%	297
2021 Q2	$7.31K	Hold	134	–	–	﹤0.01%	317
2021 Q1	$7.39K	Hold	134	–	–	﹤0.01%	304
2020 Q4	$8.71K	Sell	134 -30	-18%	-$1.8K	﹤0.01%	285
2020 Q3	$8.54K	Hold	164	–	–	﹤0.01%	261
2020 Q2	$6.33K	Hold	164	–	–	﹤0.01%	261
2020 Q1	$4.91K	Hold	164	–	–	﹤0.01%	263
2019 Q4	$7.72K	Hold	164	–	–	﹤0.01%	279
2019 Q3	$6.84K	Buy	+164	New	+$7.39K	﹤0.01%	251

Other funds holding IAA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Credential Qtrade Securities's IAA Position: Q1 2023 in Review

Credential Qtrade Securities sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 197 shares — an estimated $7.88K sold.

Credential Qtrade Securities first reported a position in IAA in Q3 2019 and held it in 14 quarters. The position peaked at $10.8K in Q3 2021. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Credential Qtrade Securities reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Credential Qtrade Securities sold 197 IAA, Inc. Common Stock shares in Q1 2023, an estimated $7.88K.
Credential Qtrade Securities first reported a position in IAA, Inc. Common Stock in Q3 2019 and held it in 14 quarters.
Credential Qtrade Securities's IAA, Inc. Common Stock position peaked at $10.8K in Q3 2021.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Credential Qtrade Securities's 13F filing for Q1 2023, filed 21 Jul 2025.