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

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-65	Closed	-$5K	–	1086
2022 Q2	$5K	Buy	65 +35	+117%	+$3.15K	﹤0.01%	1482
2022 Q1	$3K	Buy	+30	New	+$3.16K	﹤0.01%	1773
2019 Q2	–	Sell	-9	Closed	-$1K	–	1448
2019 Q1	$1K	Hold	9	–	–	﹤0.01%	1124
2018 Q4	$1K	Hold	9	–	–	﹤0.01%	904
2018 Q3	$1K	Buy	+9	New	+$585	﹤0.01%	908

Other funds holding IAI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IAI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2022, closing a stake of 65 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in IAI in Q3 2018 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 94 funds tracked by Wall St. Rank hold IAI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 65 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2022, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2018 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $5K in Q2 2022.
94 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.