Spectrum Management Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Spectrum Management Group’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 Q2	–	Sell	-14,131	Closed	-$1.41M	–	273
2022 Q1	$1.41M	Sell	14,131 -1,292	-8%	-$136K	0.22%	81
2021 Q4	$1.7M	Buy	15,423 +9,705	+170%	+$1.08M	0.24%	78
2021 Q3	$597K	Buy	5,718 +5,074	+788%	+$534K	0.09%	88
2021 Q2	$66K	Buy	+644	New	+$63.5K	0.01%	148

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

ASN

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

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

Spectrum Management Group's IAI Position: Q2 2022 in Review

Spectrum Management Group sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2022, closing a stake of 14,131 shares — an estimated $1.41M sold.

Spectrum Management Group first reported a position in IAI in Q2 2021 and held it in 4 quarters. The position peaked at $1.7M in Q4 2021. 93 funds tracked by Wall St. Rank hold IAI as of Q2 2022.

Spectrum Management Group reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2022 after selling out during the quarter.
Spectrum Management Group sold 14,131 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2022, an estimated $1.41M.
Spectrum Management Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2021 and held it in 4 quarters.
Spectrum Management Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.7M in Q4 2021.
93 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2022.

Based on Spectrum Management Group's 13F filing for Q2 2022, filed 29 Jul 2022.