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Grimes & Company’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Grimes & Company’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
Q1 		– Sell
-47,909
Closed -$5.2M – 349
2023
Q4 		$5.2M Buy
+47,909
New +$4.58M 0.17% 98

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Grimes & Company's IAI Position: Q1 2024 in Review

Grimes & Company sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2024, closing a stake of 47,909 shares — an estimated $5.2M sold.

Grimes & Company first reported a position in IAI in Q4 2023 and held it in 1 quarter. The position peaked at $5.2M in Q4 2023. 92 funds tracked by Wall St. Rank hold IAI as of Q1 2024.

  • Grimes & Company reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2024 after selling out during the quarter.
  • Grimes & Company sold 47,909 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2024, an estimated $5.2M.
  • Grimes & Company first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2023 and held it in 1 quarter.
  • Grimes & Company's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $5.2M in Q4 2023.
  • 92 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2024.

Based on Grimes & Company's 13F filing for Q1 2024, filed 17 Apr 2024.