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

Northwest Financial Advisors’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
Q4 		– Sell
-64
Closed -$8.23K – 295
2024
Q3 		$8.23K Buy
+64
New +$7.91K 0.01% 414
2024
Q1 		– Sell
-64
Closed -$6.95K – 270
2023
Q4 		$6.95K Buy
+64
New +$6.12K 0.01% 412

Other funds holding IAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Northwest Financial Advisors's IAI Position: Q4 2024 in Review

Northwest Financial Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2024, closing a stake of 64 shares — an estimated $8.23K sold.

Northwest Financial Advisors first reported a position in IAI in Q4 2023 and held it in 2 quarters. The position peaked at $8.23K in Q3 2024. 182 funds tracked by Wall St. Rank hold IAI as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 64 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2024, an estimated $8.23K.
  • Northwest Financial Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $8.23K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.