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

Resurgent 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
Q1 		– Sell
-412
Closed -$44.7K – 316
2023
Q4 		$44.7K Hold
412
– – 0.03% 352
2023
Q3 		$37.5K Hold
412
– – 0.03% 369
2023
Q2 		$37.4K Hold
412
– – 0.02% 378
2023
Q1 		$37.8K Hold
412
– – 0.03% 383
2022
Q4 		$39.6K Buy
+412
New +$39.5K 0.02% 475

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Resurgent Financial Advisors's IAI Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2024, closing a stake of 412 shares — an estimated $44.7K sold.

Resurgent Financial Advisors first reported a position in IAI in Q4 2022 and held it in 5 quarters. The position peaked at $44.7K in Q4 2023. 92 funds tracked by Wall St. Rank hold IAI as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 412 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2024, an estimated $44.7K.
  • Resurgent Financial Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $44.7K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.