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

Next Financial 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
2021 Q4	$234K	Sell	2,122 -526	-20%	-$58.4K	0.02%	834
2021 Q3	$276K	Sell	2,648 -5	-0.2%	-$527	0.02%	702
2021 Q2	$271K	Buy	2,653 +22	+0.8%	+$2.17K	0.02%	722
2021 Q1	$242K	Buy	2,631 +284	+12%	+$25.2K	0.02%	699
2020 Q4	$187K	Sell	2,347 -572	-20%	-$40K	0.02%	740
2020 Q3	$181K	Buy	+2,919	New	+$182K	0.02%	658
2017 Q3	–	Sell	-477	Closed	-$25K	–	1844
2017 Q2	$25K	Buy	+477	New	+$24.4K	0.01%	997
2014 Q4	–	Sell	-4,980	Closed	-$196K	–	2099
2014 Q3	$196K	Buy	+4,980	New	+$192K	0.04%	458

Other funds holding IAI

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

SFI

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

BBA

Braun-Bostich & Associates Canonsburg, Pennsylvania $160M AUM 17.77% 1-Year Est. Return

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Next Financial Group's IAI Position: Q4 2021 in Review

Next Financial Group reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 20% in Q4 2021, selling an estimated $58.4K and leaving 2,122 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #834.

Next Financial Group first reported a position in IAI in Q3 2014 and has held it in 8 quarters since. The position peaked at $276K in Q3 2021. 122 funds tracked by Wall St. Rank hold IAI as of Q4 2021.

Next Financial Group held 2,122 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $234K as of Q4 2021.
Next Financial Group sold 526 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2021, an estimated $58.4K.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #834 holding.
Next Financial Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2014 and has held it in 8 quarters since.
Next Financial Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $276K in Q3 2021.
122 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.