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

SFMG Wealth 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
2020
Q1 		– Sell
-399,085
Closed -$27.3M – 159
2019
Q4 		$27.3M Buy
+399,085
New +$26.3M 3.34% 12

Other funds holding IAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SFMG Wealth Advisors's IAI Position: Q1 2020 in Review

SFMG Wealth Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2020, closing a stake of 399,085 shares — an estimated $27.3M sold.

SFMG Wealth Advisors first reported a position in IAI in Q4 2019 and held it in 1 quarter. The position peaked at $27.3M in Q4 2019. 54 funds tracked by Wall St. Rank hold IAI as of Q1 2020.

  • SFMG Wealth Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2020 after selling out during the quarter.
  • SFMG Wealth Advisors sold 399,085 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2020, an estimated $27.3M.
  • SFMG Wealth Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2019 and held it in 1 quarter.
  • SFMG Wealth Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $27.3M in Q4 2019.
  • 54 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2020.

Based on SFMG Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.