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

TRUE Private Wealth 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	-14,687	Closed	-$1.41M	–	242
2022 Q4	$1.41M	Buy	+14,687	New	+$1.41M	0.22%	57

Other funds holding IAI

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRUE Private Wealth Advisors's IAI Position: Q1 2023 in Review

TRUE Private Wealth Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2023, closing a stake of 14,687 shares — an estimated $1.41M sold.

TRUE Private Wealth Advisors first reported a position in IAI in Q4 2022 and held it in 1 quarter. The position peaked at $1.41M in Q4 2022. 111 funds tracked by Wall St. Rank hold IAI as of Q1 2023.

TRUE Private Wealth Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2023 after selling out during the quarter.
TRUE Private Wealth Advisors sold 14,687 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2023, an estimated $1.41M.
TRUE Private Wealth Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2022 and held it in 1 quarter.
TRUE Private Wealth Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.41M in Q4 2022.
111 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2023.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.