Leuthold Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Leuthold Group’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 Q4	–	Sell	-9,613	Closed	-$821K	–	202
2022 Q3	$821K	Sell	9,613 -4,332	-31%	-$396K	0.12%	130
2022 Q2	$1.17M	Buy	13,945 +3,814	+38%	+$343K	0.17%	129
2022 Q1	$1.01M	Buy	10,131 +930	+10%	+$98.1K	0.13%	125
2021 Q4	$1.01M	Buy	9,201 +629	+7%	+$69.8K	0.12%	127
2021 Q3	$895K	Buy	8,572 +27	+0.3%	+$2.84K	0.11%	121
2021 Q2	$872K	Sell	8,545 -1,118	-12%	-$110K	0.11%	125
2021 Q1	$891K	Buy	9,663 +349	+4%	+$31K	0.11%	121
2020 Q4	$741K	Buy	9,314 +4,059	+77%	+$284K	0.1%	127
2020 Q3	$326K	Buy	+5,255	New	+$328K	0.04%	143

Other funds holding IAI

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SFI

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Leuthold Group's IAI Position: Q4 2022 in Review

Leuthold Group sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2022, closing a stake of 9,613 shares — an estimated $821K sold.

Leuthold Group first reported a position in IAI in Q3 2020 and held it in 9 quarters. The position peaked at $1.17M in Q2 2022. 115 funds tracked by Wall St. Rank hold IAI as of Q4 2022.

Leuthold Group reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2022 after selling out during the quarter.
Leuthold Group sold 9,613 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2022, an estimated $821K.
Leuthold Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2020 and held it in 9 quarters.
Leuthold Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.17M in Q2 2022.
115 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2022.

Based on Leuthold Group's 13F filing for Q4 2022, filed 31 Jan 2023.