Gunderson Capital Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Gunderson Capital 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
2023 Q4	–	Sell	-2,309	Closed	-$210K	–	54
2023 Q3	$210K	Sell	2,309 -44	-2%	-$4.16K	0.14%	45
2023 Q2	$214K	Sell	2,353 -18	-0.8%	-$1.61K	0.14%	39
2023 Q1	$217K	Sell	2,371 -143	-6%	-$14.1K	0.16%	40
2022 Q4	$242K	Buy	+2,514	New	+$241K	0.44%	23

Other funds holding IAI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Gunderson Capital Management's IAI Position: Q4 2023 in Review

Gunderson Capital Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2023, closing a stake of 2,309 shares — an estimated $210K sold.

Gunderson Capital Management first reported a position in IAI in Q4 2022 and held it in 4 quarters. The position peaked at $242K in Q4 2022. 85 funds tracked by Wall St. Rank hold IAI as of Q4 2023.

Gunderson Capital Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2023 after selling out during the quarter.
Gunderson Capital Management sold 2,309 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2023, an estimated $210K.
Gunderson Capital Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2022 and held it in 4 quarters.
Gunderson Capital Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $242K in Q4 2022.
85 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2023.

Based on Gunderson Capital Management's 13F filing for Q4 2023, filed 5 Jan 2024.