HCR Wealth Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

HCR Wealth Advisors’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
2022 Q2	–	Sell	-2,086	Closed	-$208K	–	187
2022 Q1	$208K	Sell	2,086 -69	-3%	-$7.28K	0.03%	180
2021 Q4	$237K	Sell	2,155 -218	-9%	-$24.2K	0.04%	179
2021 Q3	$248K	Sell	2,373 -49	-2%	-$5.16K	0.04%	175
2021 Q2	$247K	Buy	2,422 +78	+3%	+$7.7K	0.04%	169
2021 Q1	$216K	Sell	2,344 -545	-19%	-$48.3K	0.04%	170
2020 Q4	$230K	Buy	2,889 +75	+3%	+$5.24K	0.05%	166
2020 Q3	$175K	Sell	2,814 -6	-0.2%	-$375	0.04%	159
2020 Q2	$169K	Sell	2,820 -65	-2%	-$3.81K	0.04%	152
2020 Q1	$148K	Hold	2,885	–	–	0.04%	149
2019 Q4	$198K	Buy	+2,885	New	+$190K	0.05%	151

Other funds holding IAI

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

HCR Wealth Advisors's IAI Position: Q2 2022 in Review

HCR Wealth Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2022, closing a stake of 2,086 shares — an estimated $208K sold.

HCR Wealth Advisors first reported a position in IAI in Q4 2019 and held it in 10 quarters. The position peaked at $248K in Q3 2021. 93 funds tracked by Wall St. Rank hold IAI as of Q2 2022.

HCR Wealth Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2022 after selling out during the quarter.
HCR Wealth Advisors sold 2,086 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2022, an estimated $208K.
HCR Wealth Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2019 and held it in 10 quarters.
HCR Wealth Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $248K in Q3 2021.
93 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2022.

Based on HCR Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.