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Fortitude Advisory Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-1,880
Closed -$188K – 677
2022
Q1 		$188K Buy
1,880
+13
+0.7% +$1.37K 0.1% 205
2021
Q4 		$206K Buy
+1,867
New +$207K 0.1% 193

Other funds holding IAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fortitude Advisory Group's IAI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2022, closing a stake of 1,880 shares — an estimated $188K sold.

Fortitude Advisory Group first reported a position in IAI in Q4 2021 and held it in 2 quarters. The position peaked at $206K in Q4 2021. 93 funds tracked by Wall St. Rank hold IAI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,880 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2022, an estimated $188K.
  • Fortitude Advisory Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $206K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.