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

Family 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
-2,130
Closed -$205K – 80
2022
Q4 		$205K Buy
+2,130
New +$204K 0.14% 67

Other funds holding IAI

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
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
Wells Fargo
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Family Capital Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2023, closing a stake of 2,130 shares — an estimated $205K sold.

Family Capital Management first reported a position in IAI in Q4 2022 and held it in 1 quarter. The position peaked at $205K in Q4 2022. 111 funds tracked by Wall St. Rank hold IAI as of Q1 2023.

  • Family Capital Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2023 after selling out during the quarter.
  • Family Capital Management sold 2,130 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2023, an estimated $205K.
  • Family Capital Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2022 and held it in 1 quarter.
  • Family Capital Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $205K in Q4 2022.
  • 111 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2023.

Based on Family Capital Management's 13F filing for Q1 2023, filed 15 May 2023.