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Laurel Wealth Advisors (North Carolina)’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2021
Q3 		– Sell
-323
Closed -$33K – 696
2021
Q2 		$33K Buy
+323
New +$31.9K 0.01% 314

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
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IAI Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2021, closing a stake of 323 shares — an estimated $33K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IAI in Q2 2021 and held it in 1 quarter. The position peaked at $33K in Q2 2021. 115 funds tracked by Wall St. Rank hold IAI as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 323 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2021, an estimated $33K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2021 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $33K in Q2 2021.
  • 115 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.