J.W. Cole Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

J.W. Cole 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
2023 Q2	–	Sell	-2,812	Closed	-$258K	–	785
2023 Q1	$258K	Sell	2,812 -259	-8%	-$25.5K	0.02%	654
2022 Q4	$295K	Buy	3,071 +159	+5%	+$15.2K	0.02%	565
2022 Q3	$249K	Buy	2,912 +265	+10%	+$24.2K	0.02%	597
2022 Q2	$222K	Sell	2,647 -25	-0.9%	-$2.25K	0.02%	643
2022 Q1	$267K	Buy	2,672 +89	+3%	+$9.38K	0.02%	659
2021 Q4	$285K	Buy	+2,583	New	+$287K	0.02%	669

Other funds holding IAI

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

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

SFI

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

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

ASN

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

KHLMTHM

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

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

J.W. Cole Advisors's IAI Position: Q2 2023 in Review

J.W. Cole Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2023, closing a stake of 2,812 shares — an estimated $258K sold.

J.W. Cole Advisors first reported a position in IAI in Q4 2021 and held it in 6 quarters. The position peaked at $295K in Q4 2022. 84 funds tracked by Wall St. Rank hold IAI as of Q2 2023.

J.W. Cole Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2023 after selling out during the quarter.
J.W. Cole Advisors sold 2,812 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2023, an estimated $258K.
J.W. Cole Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2021 and held it in 6 quarters.
J.W. Cole Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $295K in Q4 2022.
84 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2023.

Based on J.W. Cole Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.