W
IAI icon

WealthOne’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

WealthOne’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
Q2 		– Sell
-3,200
Closed -$293K – 114
2023
Q1 		$293K Sell
3,200
-188
-6% -$18.5K 0.11% 81
2022
Q4 		$326K Buy
+3,388
New +$324K 0.13% 75
2021
Q3 		– Sell
-4,529
Closed -$462K – 133
2021
Q2 		$462K Buy
+4,529
New +$447K 0.18% 66

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 $617B AUM 30.33% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WealthOne's IAI Position: Q2 2023 in Review

WealthOne sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2023, closing a stake of 3,200 shares — an estimated $293K sold.

WealthOne first reported a position in IAI in Q2 2021 and held it in 3 quarters. The position peaked at $462K in Q2 2021. 84 funds tracked by Wall St. Rank hold IAI as of Q2 2023.

  • WealthOne reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2023 after selling out during the quarter.
  • WealthOne sold 3,200 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2023, an estimated $293K.
  • WealthOne first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2021 and held it in 3 quarters.
  • WealthOne's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $462K in Q2 2021.
  • 84 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2023.

Based on WealthOne's 13F filing for Q2 2023, filed 24 Jul 2023.