Gerber Kawasaki Wealth & Investment Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2022 Q3	–	Sell	-4,151	Closed	-$348K	–	250
2022 Q2	$348K	Buy	+4,151	New	+$373K	0.03%	176
2021 Q4	–	Sell	-2	Closed	-$2K	–	649
2021 Q3	$2K	Buy	+2	New	+$211	﹤0.01%	889

Other funds holding IAI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's IAI Position: Q3 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2022, closing a stake of 4,151 shares — an estimated $348K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IAI in Q3 2021 and held it in 2 quarters. The position peaked at $348K in Q2 2022. 94 funds tracked by Wall St. Rank hold IAI as of Q3 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 4,151 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2022, an estimated $348K.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2021 and held it in 2 quarters.
Gerber Kawasaki Wealth & Investment Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $348K in Q2 2022.
94 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2022, filed 15 Nov 2022.