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

Simplicity 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
2024
Q4 		– Sell
-2,604
Closed -$335K – 423
2024
Q3 		$335K Buy
2,604
+84
+3% +$10.4K 0.03% 375
2024
Q2 		$295K Buy
+2,520
New +$290K 0.01% 954

Other funds holding IAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Simplicity Wealth's IAI Position: Q4 2024 in Review

Simplicity Wealth sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2024, closing a stake of 2,604 shares — an estimated $335K sold.

Simplicity Wealth first reported a position in IAI in Q2 2024 and held it in 2 quarters. The position peaked at $335K in Q3 2024. 182 funds tracked by Wall St. Rank hold IAI as of Q4 2024.

  • Simplicity Wealth reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 2,604 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2024, an estimated $335K.
  • Simplicity Wealth first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2024 and held it in 2 quarters.
  • Simplicity Wealth's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $335K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.