Number of Shares
19,391.00
Current Holdings Value*
$3.28 Mil
% of Portfolio
1.3%
Total Estimate Gain
$686,149.41
% of Total Estimate Gain
13.03%

1 NORTH WEALTH SERVICES LLC's iShares U.S. Broker-Dealers ETF Holding Summary

As of 2025-06-30, 1 NORTH WEALTH SERVICES LLC held 19,391.00 shares of iShares U.S. Broker-Dealers ETF(IAI), totaling $3.28 Mil. This investment constitutes 1.3% of their stock portfolio, and 1 NORTH WEALTH SERVICES LLC now holds 0.23% of the outstanding iShares U.S. Broker-Dealers ETF(IAI) stock.

The initial trade took place in 2018Q4. And since then 1 NORTH WEALTH SERVICES LLC has made 1 purchases of IAI, at an average price of $142.94, for a total of 36,841.00 shares. In addition, there have been 2 sales at an average price of $148.70 for 17,450.00 shares. Based on historical transaction data and IAI's current price of $173.14, 1 NORTH WEALTH SERVICES LLC's estimated gain on his IAI holdings is $686,149.41, reflecting a 13.03% gain to date.

1 NORTH WEALTH SERVICES LLC IAI ($173.14) Holding Chart

1 NORTH WEALTH SERVICES LLC IAI ($173.14) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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