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Accredited Investors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Accredited Investors’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
2025
Q4 		– Sell
-1,750
Closed -$310K – 291
2025
Q3 		$310K Buy
+1,750
New +$305K 0.02% 196

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Accredited Investors's IAI Position: Q4 2025 in Review

Accredited Investors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2025, closing a stake of 1,750 shares — an estimated $310K sold.

Accredited Investors first reported a position in IAI in Q3 2025 and held it in 1 quarter. The position peaked at $310K in Q3 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q4 2025.

  • Accredited Investors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2025 after selling out during the quarter.
  • Accredited Investors sold 1,750 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2025, an estimated $310K.
  • Accredited Investors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2025 and held it in 1 quarter.
  • Accredited Investors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $310K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2025.

Based on Accredited Investors's 13F filing for Q4 2025, filed 5 Feb 2026.