AWM
IAI icon

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

Abound Wealth Management’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 		$5.61K Hold
32
– – ﹤0.01% 579
2026
Q1 		$5.25K Hold
32
– – ﹤0.01% 717
2025
Q4 		$5.74K Hold
32
– – ﹤0.01% 636
2025
Q3 		$5.66K Hold
32
– – ﹤0.01% 613
2025
Q2 		$5.41K Hold
32
– – ﹤0.01% 558
2025
Q1 		$4.48K Buy
+32
New +$4.76K ﹤0.01% 563

Other funds holding IAI

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Abound Wealth Management's IAI Position: Q2 2026 in Review

Abound Wealth Management held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 32 shares worth $5.61K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Abound Wealth Management first reported a position in IAI in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.74K in Q4 2025. 20 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Abound Wealth Management held 32 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $5.61K as of Q2 2026.
  • Abound Wealth Management left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #579 holding.
  • Abound Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and has held it in 6 quarters since.
  • Abound Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $5.74K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.