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Lee, Danner & Bass’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-38
Closed -$5.48K – 447
2024
Q4 		$5.48K Buy
+38
New +$5.42K ﹤0.01% 589

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lee, Danner & Bass's IAI Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2025, closing a stake of 38 shares — an estimated $5.48K sold.

Lee, Danner & Bass first reported a position in IAI in Q4 2024 and held it in 1 quarter. The position peaked at $5.48K in Q4 2024. 178 funds tracked by Wall St. Rank hold IAI as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 38 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2025, an estimated $5.48K.
  • Lee, Danner & Bass first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $5.48K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.