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

FDx 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
2021 Q2	–	Sell	-2,248	Closed	-$207K	–	836
2021 Q1	$207K	Buy	+2,248	New	+$199K	0.01%	736
2018 Q2	–	Sell	-3,550	Closed	-$232K	–	962
2018 Q1	$232K	Buy	+3,550	New	+$234K	0.01%	1082
2017 Q1	–	Sell	-4,126	Closed	-$204K	–	1163
2016 Q4	$204K	Buy	+4,126	New	+$189K	0.01%	1080

Other funds holding IAI

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

SFI

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

FDx Advisors's IAI Position: Q2 2021 in Review

FDx Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2021, closing a stake of 2,248 shares — an estimated $207K sold.

FDx Advisors first reported a position in IAI in Q4 2016 and held it in 3 quarters. The position peaked at $232K in Q1 2018. 94 funds tracked by Wall St. Rank hold IAI as of Q2 2021.

FDx Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2021 after selling out during the quarter.
FDx Advisors sold 2,248 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2021, an estimated $207K.
FDx Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2016 and held it in 3 quarters.
FDx Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $232K in Q1 2018.
94 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2021.

Based on FDx Advisors's 13F filing for Q2 2021, filed 5 Aug 2021.