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

WealthSource Partners’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
2022
Q1 		– Sell
-6,630
Closed -$731K – 593
2021
Q4 		$731K Buy
+6,630
New +$736K 0.06% 245

Other funds holding IAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

WealthSource Partners's IAI Position: Q1 2022 in Review

WealthSource Partners sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2022, closing a stake of 6,630 shares — an estimated $731K sold.

WealthSource Partners first reported a position in IAI in Q4 2021 and held it in 1 quarter. The position peaked at $731K in Q4 2021. 110 funds tracked by Wall St. Rank hold IAI as of Q1 2022.

  • WealthSource Partners reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2022 after selling out during the quarter.
  • WealthSource Partners sold 6,630 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2022, an estimated $731K.
  • WealthSource Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2021 and held it in 1 quarter.
  • WealthSource Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $731K in Q4 2021.
  • 110 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.