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

Golden State Wealth 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
2020 Q2	–	Sell	-44	Closed	-$2K	–	514
2020 Q1	$2K	Buy	+44	New	+$2.84K	﹤0.01%	862
2019 Q4	–	Sell	-44	Closed	-$3K	–	450
2019 Q3	$3K	Hold	44	–	–	﹤0.01%	922
2019 Q2	$2K	Hold	44	–	–	﹤0.01%	983
2019 Q1	$3K	Buy	+44	New	+$2.64K	﹤0.01%	982

Other funds holding IAI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Golden State Wealth Management's IAI Position: Q2 2020 in Review

Golden State Wealth Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2020, closing a stake of 44 shares — an estimated $2K sold.

Golden State Wealth Management first reported a position in IAI in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 43 funds tracked by Wall St. Rank hold IAI as of Q2 2020.

Golden State Wealth Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 44 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2020, an estimated $2K.
Golden State Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3K in Q3 2019.
43 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.