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Hudock Inc’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Hudock Inc’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
Q4 		– Sell
-347
Closed -$29K – 384
2022
Q3 		$29K Buy
+347
New +$31.7K 0.01% 380

Other funds holding IAI

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hudock Inc's IAI Position: Q4 2022 in Review

Hudock Inc sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2022, closing a stake of 347 shares — an estimated $29K sold.

Hudock Inc first reported a position in IAI in Q3 2022 and held it in 1 quarter. The position peaked at $29K in Q3 2022. 115 funds tracked by Wall St. Rank hold IAI as of Q4 2022.

  • Hudock Inc reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 347 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2022, an estimated $29K.
  • Hudock Inc first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2022 and held it in 1 quarter.
  • Hudock Inc's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $29K in Q3 2022.
  • 115 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.