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

Impact Partnership Wealth’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
Q2 		– Sell
-50
Closed -$5.8K – 426
2024
Q1 		$5.8K Hold
50
– – ﹤0.01% 489
2023
Q4 		$5.43K Sell
50
-25
-33% -$2.39K ﹤0.01% 568
2023
Q3 		$6.83K Hold
75
– – ﹤0.01% 653
2023
Q2 		$6.81K Buy
+75
New +$6.72K ﹤0.01% 459

Other funds holding IAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Impact Partnership Wealth's IAI Position: Q2 2024 in Review

Impact Partnership Wealth sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2024, closing a stake of 50 shares — an estimated $5.8K sold.

Impact Partnership Wealth first reported a position in IAI in Q2 2023 and held it in 4 quarters. The position peaked at $6.83K in Q3 2023. 133 funds tracked by Wall St. Rank hold IAI as of Q2 2024.

  • Impact Partnership Wealth reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 50 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2024, an estimated $5.8K.
  • Impact Partnership Wealth first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $6.83K in Q3 2023.
  • 133 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.