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

Teamwork 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
2023 Q1	–	Sell	-13,702	Closed	-$1.32M	–	196
2022 Q4	$1.32M	Buy	+13,702	New	+$1.31M	0.27%	65
2022 Q2	–	Sell	-14,504	Closed	-$1.45M	–	224
2022 Q1	$1.45M	Sell	14,504 -1,666	-10%	-$176K	0.27%	67
2021 Q4	$1.78M	Buy	16,170 +263	+2%	+$29.2K	0.33%	56
2021 Q3	$1.66M	Buy	15,907 +1,493	+10%	+$157K	0.33%	57
2021 Q2	$1.47M	Buy	14,414 +1,772	+14%	+$175K	0.3%	62
2021 Q1	$1.17M	Buy	+12,642	New	+$1.12M	0.27%	76

Other funds holding IAI

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Teamwork Financial Advisors's IAI Position: Q1 2023 in Review

Teamwork Financial Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2023, closing a stake of 13,702 shares — an estimated $1.32M sold.

Teamwork Financial Advisors first reported a position in IAI in Q1 2021 and held it in 6 quarters. The position peaked at $1.78M in Q4 2021. 111 funds tracked by Wall St. Rank hold IAI as of Q1 2023.

Teamwork Financial Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 13,702 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2023, an estimated $1.32M.
Teamwork Financial Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2021 and held it in 6 quarters.
Teamwork Financial Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.78M in Q4 2021.
111 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2023.

Based on Teamwork Financial Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.