Abound Wealth Management
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
Q3 		$5.64K Hold
32
– – ﹤0.01% 663
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Abound Wealth Management's IAI Position: Q3 2026 in Review

Abound Wealth Management held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q3 2026 at 32 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Abound Wealth Management first reported a position in IAI in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.74K in Q4 2025. 159 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

  • Abound Wealth Management held 32 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $5.64K as of Q3 2026.
  • Abound Wealth Management left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q3 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #663 holding.
  • Abound Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and has held it in 7 quarters since.
  • Abound Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $5.74K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.