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	–	769
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Gradient Investments's IAI Position: Q3 2024 in Review

Gradient Investments sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2024, closing a stake of 1,093 shares — an estimated $128K sold.

Gradient Investments first reported a position in IAI in Q2 2023 and held it in 5 quarters. The position peaked at $35.2M in Q1 2024. 150 funds tracked by Wall St. Rank hold IAI as of Q3 2024.

Gradient Investments reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 1,093 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2024, an estimated $128K.
Gradient Investments first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2023 and held it in 5 quarters.
Gradient Investments's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $35.2M in Q1 2024.
150 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.