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Golden State Equity Partners’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Golden State Equity Partners’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
2024
Q4 		– Sell
-306
Closed -$39.3K – 637
2024
Q3 		$39.3K Buy
+306
New +$37.8K 0.02% 417

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Raymond James Financial
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Golden State Equity Partners's IAI Position: Q4 2024 in Review

Golden State Equity Partners sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2024, closing a stake of 306 shares — an estimated $39.3K sold.

Golden State Equity Partners first reported a position in IAI in Q3 2024 and held it in 1 quarter. The position peaked at $39.3K in Q3 2024. 182 funds tracked by Wall St. Rank hold IAI as of Q4 2024.

  • Golden State Equity Partners reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 306 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2024, an estimated $39.3K.
  • Golden State Equity Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $39.3K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.