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

Total Wealth Planning & Management’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
2025
Q1 		– Sell
-2,050
Closed -$295K – 213
2024
Q4 		$295K Buy
+2,050
New +$293K 0.27% 139

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Total Wealth Planning & Management's IAI Position: Q1 2025 in Review

Total Wealth Planning & Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2025, closing a stake of 2,050 shares — an estimated $295K sold.

Total Wealth Planning & Management first reported a position in IAI in Q4 2024 and held it in 1 quarter. The position peaked at $295K in Q4 2024. 178 funds tracked by Wall St. Rank hold IAI as of Q1 2025.

  • Total Wealth Planning & Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 2,050 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2025, an estimated $295K.
  • Total Wealth Planning & Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and held it in 1 quarter.
  • Total Wealth Planning & Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $295K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2025.

Based on Total Wealth Planning & Management's 13F filing for Q1 2025, filed 24 Apr 2025.