PW
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Price Wealth’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Price Wealth’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
2019
Q4 		– Sell
-1,336
Closed -$86K – 422
2019
Q3 		$86K Buy
+1,336
New +$86.2K 0.03% 95

Other funds holding IAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Price Wealth's IAI Position: Q4 2019 in Review

Price Wealth sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2019, closing a stake of 1,336 shares — an estimated $86K sold.

Price Wealth first reported a position in IAI in Q3 2019 and held it in 1 quarter. The position peaked at $86K in Q3 2019. 65 funds tracked by Wall St. Rank hold IAI as of Q4 2019.

  • Price Wealth reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2019 after selling out during the quarter.
  • Price Wealth sold 1,336 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2019, an estimated $86K.
  • Price Wealth first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2019 and held it in 1 quarter.
  • Price Wealth's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $86K in Q3 2019.
  • 65 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2019.

Based on Price Wealth's 13F filing for Q4 2019, filed 16 Jan 2020.