Advisory Services Network’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Advisory Services Network’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	$12.1M	Buy	69,231 +4,625	+7%	+$824K	0.14%	151
2026 Q1	$10.6M	Sell	64,606 -12,018	-16%	-$2.1M	0.14%	144
2025 Q4	$13.7M	Sell	76,624 -8,503	-10%	-$1.49M	0.19%	101
2025 Q3	$15.1M	Buy	85,127 +432	+0.5%	+$75.2K	0.22%	82
2025 Q2	$14.9M	Buy	84,695 +2,831	+3%	+$418K	0.24%	75
2025 Q1	$11.5M	Buy	81,864 +4,536	+6%	+$675K	0.22%	92
2024 Q4	$11.1M	Buy	+77,328	New	+$11M	0.21%	100
2024 Q1	–	Sell	-72	Closed	-$7.81K	–	2460
2023 Q4	$7.81K	Buy	+72	New	+$6.89K	﹤0.01%	2965
2023 Q3	–	Sell	-86,270	Closed	-$7.83M	–	1501
2023 Q2	$7.83M	Sell	86,270 -2,878	-3%	-$258K	0.21%	101
2023 Q1	$8.17M	Sell	89,148 -5,294	-6%	-$521K	0.23%	88
2022 Q4	$9.08M	Sell	94,442 -851	-0.9%	-$81.5K	0.28%	77
2022 Q3	$8.14M	Sell	95,293 -757	-0.8%	-$69.2K	0.29%	75
2022 Q2	$8.06M	Buy	96,050 +3,106	+3%	+$279K	0.28%	82
2022 Q1	$9.28M	Sell	92,944 -3,890	-4%	-$410K	0.27%	71
2021 Q4	$10.7M	Buy	96,834 +7,260	+8%	+$806K	0.31%	62
2021 Q3	$9.35M	Buy	89,574 +10,993	+14%	+$1.16M	0.3%	61
2021 Q2	$8.02M	Buy	+78,581	New	+$7.75M	0.25%	76
2021 Q1	–	Sell	-109	Closed	-$9K	–	2062
2020 Q4	$9K	Sell	109 -59	-35%	-$4.13K	﹤0.01%	2483
2020 Q3	$10K	Buy	+168	New	+$10.5K	﹤0.01%	2432
2020 Q2	–	Sell	-1,804	Closed	-$92K	–	1813
2020 Q1	$92K	Buy	1,804 +1,548	+605%	+$99.9K	0.01%	1104
2019 Q4	$18K	Sell	256 -30,452	-99%	-$2.01M	﹤0.01%	2068
2019 Q3	$1.94M	Hold	30,708	–	–	0.12%	218
2019 Q2	$1.94M	Buy	30,708 +4,625	+18%	+$288K	0.12%	218
2019 Q1	$1.53M	Buy	26,083 +2,507	+11%	+$150K	0.11%	257
2018 Q4	$1.32M	Buy	+23,576	New	+$1.41M	0.12%	236
2016 Q3	$694K	Buy	16,684 +15,581	+1,413%	+$622K	0.13%	209
2016 Q2	$40K	Buy	+1,103	New	+$41.5K	0.01%	855

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

Advisory Services Network's IAI Position: Q2 2026 in Review

Advisory Services Network increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 7.2% in Q2 2026, buying an estimated $824K and bringing the position to 69,231 shares worth $12.1M. The position accounts for 0.14% of the portfolio, ranked #151.

Advisory Services Network first reported a position in IAI in Q2 2016 and has held it in 27 quarters since. The position peaked at $15.1M in Q3 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Advisory Services Network held 69,231 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $12.1M as of Q2 2026.
Advisory Services Network bought 4,625 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $824K.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.14% of Advisory Services Network's portfolio in Q2 2026, its #151 holding.
Advisory Services Network first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2016 and has held it in 27 quarters since.
Advisory Services Network's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $15.1M in Q3 2025.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.