JC
IAI icon

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

JCSD Capital’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
Q3 		– Sell
-41,000
Closed -$3.44M – 78
2022
Q2 		$3.44M Buy
+41,000
New +$3.69M 3.96% 6

Other funds holding IAI

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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JCSD Capital's IAI Position: Q3 2022 in Review

JCSD Capital sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2022, closing a stake of 41,000 shares — an estimated $3.44M sold.

JCSD Capital first reported a position in IAI in Q2 2022 and held it in 1 quarter. The position peaked at $3.44M in Q2 2022. 94 funds tracked by Wall St. Rank hold IAI as of Q3 2022.

  • JCSD Capital reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2022 after selling out during the quarter.
  • JCSD Capital sold 41,000 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2022, an estimated $3.44M.
  • JCSD Capital first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2022 and held it in 1 quarter.
  • JCSD Capital's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.44M in Q2 2022.
  • 94 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2022.

Based on JCSD Capital's 13F filing for Q3 2022, filed 28 Oct 2022.