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Gradient Investments’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Gradient Investments’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
Q3 		– Sell
-1,093
Closed -$128K – 773
2024
Q2 		$128K Sell
1,093
-302,687
-100% -$34.9M ﹤0.01% 366
2024
Q1 		$35.2M Sell
303,780
-15,902
-5% -$1.73M 0.82% 27
2023
Q4 		$34.7M Sell
319,682
-8,080
-2% -$773K 0.84% 30
2023
Q3 		$29.8M Buy
327,762
+108,738
+50% +$10.3M 0.79% 34
2023
Q2 		$19.9M Buy
+219,024
New +$19.6M 0.51% 54

Other funds holding IAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return