Action Point Financial Planning’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Action Point Financial Planning’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	$77.1K	Buy	+440	New	+$78.4K	0.01%	683

Other funds holding IAI

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Action Point Financial Planning's IAI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 440 shares worth $77.1K. The stake represents 0.01% of the portfolio and ranks #683 among its holdings.

190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Action Point Financial Planning held 440 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $77.1K as of Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF was a new Action Point Financial Planning position in Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #683 holding.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.