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

WealthBridge Capital 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
2023 Q3	–	Sell	-4,704	Closed	-$427K	–	186
2023 Q2	$427K	Buy	4,704 +127	+3%	+$11.4K	0.17%	98
2023 Q1	$419K	Sell	4,577 -578	-11%	-$56.9K	0.17%	110
2022 Q4	$496K	Sell	5,155 -784	-13%	-$75.1K	0.21%	100
2022 Q3	$499K	Hold	5,939	–	–	0.21%	98
2022 Q2	$499K	Buy	5,939 +962	+19%	+$86.5K	0.21%	98
2022 Q1	$497K	Buy	+4,977	New	+$525K	0.19%	107

Other funds holding IAI

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

MIH

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

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

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

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

WealthBridge Capital Management's IAI Position: Q3 2023 in Review

WealthBridge Capital Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2023, closing a stake of 4,704 shares — an estimated $427K sold.

WealthBridge Capital Management first reported a position in IAI in Q1 2022 and held it in 6 quarters. The position peaked at $499K in Q3 2022. 83 funds tracked by Wall St. Rank hold IAI as of Q3 2023.

WealthBridge Capital Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2023 after selling out during the quarter.
WealthBridge Capital Management sold 4,704 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2023, an estimated $427K.
WealthBridge Capital Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2022 and held it in 6 quarters.
WealthBridge Capital Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $499K in Q3 2022.
83 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2023.

Based on WealthBridge Capital Management's 13F filing for Q3 2023, filed 8 Nov 2023.