1 North Wealth Services’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

1 North Wealth Services’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
2026 Q2	$3.43M	Buy	19,538 +994	+5%	+$177K	1.12%	31
2026 Q1	$3.04M	Sell	18,544 -193	-1%	-$33.8K	1.1%	30
2025 Q4	$3.36M	Buy	18,737 +39	+0.2%	+$6.85K	1.18%	31
2025 Q3	$3.31M	Sell	18,698 -693	-4%	-$121K	1.35%	25
2025 Q2	$3.28M	Sell	19,391 -197	-1%	-$29.1K	1.3%	24
2025 Q1	$2.74M	Sell	19,588 -17,253	-47%	-$2.57M	1.27%	24
2024 Q4	$5.31M	Buy	+36,841	New	+$5.26M	2.25%	19
2019 Q4	$0	Hold	1	–	–	﹤0.01%	368
2019 Q3	$0	Buy	+1	New	+$65	﹤0.01%	336
2019 Q1	$0	Hold	1	–	–	﹤0.01%	329
2018 Q4	$0	Buy	+1	New	+$60	﹤0.01%	297

Other funds holding IAI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

1 North Wealth Services's IAI Position: Q2 2026 in Review

1 North Wealth Services increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 5.4% in Q2 2026, buying an estimated $177K and bringing the position to 19,538 shares worth $3.43M. The position accounts for 1.12% of the portfolio, ranked #31.

1 North Wealth Services first reported a position in IAI in Q4 2018 and has held it in 11 quarters since. The position peaked at $5.31M in Q4 2024. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

1 North Wealth Services held 19,538 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $3.43M as of Q2 2026.
1 North Wealth Services bought 994 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $177K.
iShares US Broker-Dealers & Securities Exchanges ETF made up 1.12% of 1 North Wealth Services's portfolio in Q2 2026, its #31 holding.
1 North Wealth Services first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2018 and has held it in 11 quarters since.
1 North Wealth Services's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $5.31M in Q4 2024.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.