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

Snowden Capital 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
2022 Q1	–	Sell	-521	Closed	-$57K	–	1503
2021 Q4	$57K	Buy	+521	New	+$57.8K	﹤0.01%	995
2021 Q3	–	Sell	-3,701	Closed	-$378K	–	882
2021 Q2	$378K	Sell	3,701 -316	-8%	-$31.2K	0.02%	617
2021 Q1	$370K	Buy	4,017 +87	+2%	+$7.72K	0.02%	566
2020 Q4	$313K	Sell	3,930 -54	-1%	-$3.77K	0.02%	519
2020 Q3	$247K	Sell	3,984 -27,652	-87%	-$1.73M	0.02%	503
2020 Q2	$1.89M	Buy	31,636 +1,823	+6%	+$107K	0.16%	188
2020 Q1	$1.53M	Buy	29,813 +45	+0.2%	+$2.9K	0.17%	186
2019 Q4	$2.04M	Buy	29,768 +1,082	+4%	+$71.2K	0.18%	165
2019 Q3	$1.84M	Buy	28,686 +1,062	+4%	+$68.5K	0.19%	169
2019 Q2	$1.74M	Buy	27,624 +6	+0%	+$374	0.18%	179
2019 Q1	$1.62M	Buy	27,618 +1,646	+6%	+$98.7K	0.18%	187
2018 Q4	$1.46M	Buy	25,972 +17	+0.1%	+$1.02K	0.19%	187
2018 Q3	$1.62M	Buy	25,955 +327	+1%	+$21.3K	0.18%	185
2018 Q2	$1.64M	Buy	25,628 +712	+3%	+$47.6K	0.21%	168
2018 Q1	$1.63M	Buy	24,916 +884	+4%	+$58.4K	0.24%	152
2017 Q4	$1.51M	Buy	24,032 +1,139	+5%	+$68K	0.22%	157
2017 Q3	$1.31M	Buy	22,893 +1,035	+5%	+$56.1K	0.21%	155
2017 Q2	$1.16M	Buy	21,858 +763	+4%	+$39K	0.22%	144
2017 Q1	$1.08M	Sell	21,095 -20,987	-50%	-$1.09M	0.24%	147
2016 Q4	$2.08M	Buy	42,082 +23,794	+130%	+$1.09M	0.52%	54
2016 Q3	$761K	Buy	+18,288	New	+$730K	0.21%	157

Other funds holding IAI

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Snowden Capital Advisors's IAI Position: Q1 2022 in Review

Snowden Capital Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2022, closing a stake of 521 shares — an estimated $57K sold.

Snowden Capital Advisors first reported a position in IAI in Q3 2016 and held it in 21 quarters. The position peaked at $2.08M in Q4 2016. 110 funds tracked by Wall St. Rank hold IAI as of Q1 2022.

Snowden Capital Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2022 after selling out during the quarter.
Snowden Capital Advisors sold 521 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2022, an estimated $57K.
Snowden Capital Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2016 and held it in 21 quarters.
Snowden Capital Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.08M in Q4 2016.
110 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.