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Naples Money Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Naples Money Management’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
2024
Q3 		– Sell
-25
Closed -$2.95K – 410
2024
Q2 		$2.95K Buy
+25
New +$2.88K ﹤0.01% 282

Other funds holding IAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Naples Money Management's IAI Position: Q3 2024 in Review

Naples Money Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2024, closing a stake of 25 shares — an estimated $2.95K sold.

Naples Money Management first reported a position in IAI in Q2 2024 and held it in 1 quarter. The position peaked at $2.95K in Q2 2024. 150 funds tracked by Wall St. Rank hold IAI as of Q3 2024.

  • Naples Money Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 25 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2024, an estimated $2.95K.
  • Naples Money Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2024 and held it in 1 quarter.
  • Naples Money Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.95K in Q2 2024.
  • 150 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.