Orion Portfolio Solutions’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Orion Portfolio Solutions’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
2023 Q4	–	Sell	-7,000	Closed	-$637K	–	1702
2023 Q3	$637K	Hold	7,000	–	–	0.01%	1114
2023 Q2	$635K	Sell	7,000 -22	-0.3%	-$1.97K	0.01%	1125
2023 Q1	$643K	Buy	+7,022	New	+$691K	0.01%	1051
2022 Q4	–	Sell	-2,691	Closed	-$230K	–	813
2022 Q3	$230K	Sell	2,691 -1,340	-33%	-$123K	0.01%	657
2022 Q2	$338K	Sell	4,031 -2,783	-41%	-$250K	0.01%	510
2022 Q1	$681K	Buy	6,814 +4,714	+224%	+$497K	0.02%	347
2021 Q4	$231K	Buy	+2,100	New	+$233K	0.01%	649

Other funds holding IAI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's IAI Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2023, closing a stake of 7,000 shares — an estimated $637K sold.

Orion Portfolio Solutions first reported a position in IAI in Q4 2021 and held it in 7 quarters. The position peaked at $681K in Q1 2022. 85 funds tracked by Wall St. Rank hold IAI as of Q4 2023.

Orion Portfolio Solutions reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2023 after selling out during the quarter.
Orion Portfolio Solutions sold 7,000 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2023, an estimated $637K.
Orion Portfolio Solutions first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2021 and held it in 7 quarters.
Orion Portfolio Solutions's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $681K in Q1 2022.
85 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.