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WR Wealth Planners’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-31
Closed -$3.98K – 1145
2024
Q3 		$3.98K Hold
31
– – ﹤0.01% 782
2024
Q2 		$3.63K Hold
31
– – ﹤0.01% 771
2024
Q1 		$3.6K Buy
+31
New +$3.37K ﹤0.01% 784

Other funds holding IAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WR Wealth Planners's IAI Position: Q4 2024 in Review

WR Wealth Planners sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2024, closing a stake of 31 shares — an estimated $3.98K sold.

WR Wealth Planners first reported a position in IAI in Q1 2024 and held it in 3 quarters. The position peaked at $3.98K in Q3 2024. 183 funds tracked by Wall St. Rank hold IAI as of Q4 2024.

  • WR Wealth Planners reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 31 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2024, an estimated $3.98K.
  • WR Wealth Planners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2024 and held it in 3 quarters.
  • WR Wealth Planners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.98K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.