Garden State Investment Advisory Services’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Garden State Investment Advisory Services’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	-2,203	Closed	-$212K	–	231
2022 Q4	$212K	Buy	+2,203	New	+$211K	0.13%	164

Other funds holding IAI

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

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

Garden State Investment Advisory Services's IAI Position: Q1 2023 in Review

Garden State Investment Advisory Services sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2023, closing a stake of 2,203 shares — an estimated $212K sold.

Garden State Investment Advisory Services first reported a position in IAI in Q4 2022 and held it in 1 quarter. The position peaked at $212K in Q4 2022. 111 funds tracked by Wall St. Rank hold IAI as of Q1 2023.

Garden State Investment Advisory Services reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2023 after selling out during the quarter.
Garden State Investment Advisory Services sold 2,203 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2023, an estimated $212K.
Garden State Investment Advisory Services first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2022 and held it in 1 quarter.
Garden State Investment Advisory Services's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $212K in Q4 2022.
111 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2023.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2023, filed 11 May 2023.