Yahav Achim Ve Achayot - Provident Funds Management Company’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Yahav Achim Ve Achayot - Provident Funds Management Company’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 Q1	–	Sell	-28,209	Closed	-$3.06M	–	31
2023 Q4	$3.06M	Hold	28,209	–	–	2.57%	12
2023 Q3	$2.61M	Hold	28,209	–	–	2.26%	12
2023 Q2	$2.57M	Sell	28,209 -3,010	-10%	-$270K	1.97%	14
2023 Q1	$2.81M	Buy	31,219 +16,550	+113%	+$1.63M	2.77%	10
2022 Q4	$1.42M	Hold	14,669	–	–	1.35%	24
2022 Q3	$1.26M	Hold	14,669	–	–	1.23%	27
2022 Q2	$1.22M	Hold	14,669	–	–	1.09%	32
2022 Q1	$1.45M	Hold	14,669	–	–	1.12%	35
2021 Q4	$1.62M	Hold	14,669	–	–	1.17%	30
2021 Q3	$1.53M	Buy	+14,669	New	+$1.54M	1.2%	30

Other funds holding IAI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

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

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Yahav Achim Ve Achayot - Provident Funds Management Company's IAI Position: Q1 2024 in Review

Yahav Achim Ve Achayot - Provident Funds Management Company sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2024, closing a stake of 28,209 shares — an estimated $3.06M sold.

Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in IAI in Q3 2021 and held it in 10 quarters. The position peaked at $3.06M in Q4 2023. 92 funds tracked by Wall St. Rank hold IAI as of Q1 2024.

Yahav Achim Ve Achayot - Provident Funds Management Company reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2024 after selling out during the quarter.
Yahav Achim Ve Achayot - Provident Funds Management Company sold 28,209 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2024, an estimated $3.06M.
Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2021 and held it in 10 quarters.
Yahav Achim Ve Achayot - Provident Funds Management Company's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.06M in Q4 2023.
92 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2024.

Based on Yahav Achim Ve Achayot - Provident Funds Management Company's 13F filing for Q1 2024, filed 7 May 2024.