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

AE 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	$24.8K	Sell	142 -23	-14%	-$4.1K	﹤0.01%	2215
2026 Q1	$27.2K	Buy	165 +24	+17%	+$4.2K	﹤0.01%	2073
2025 Q4	$25.3K	Sell	141 -14	-9%	-$2.46K	﹤0.01%	1985
2025 Q3	$27.4K	Sell	155 -36	-19%	-$6.27K	﹤0.01%	1837
2025 Q2	$32.3K	Buy	191 +112	+142%	+$16.5K	﹤0.01%	1676
2025 Q1	$11K	Sell	79 -79	-50%	-$11.7K	﹤0.01%	1844
2024 Q4	$22.7K	Buy	+158	New	+$22.5K	﹤0.01%	1708
2023 Q1	–	Sell	-13,948	Closed	-$1.34M	–	1936
2022 Q4	$1.34M	Buy	+13,948	New	+$1.34M	0.01%	879
2022 Q2	–	Sell	-15,019	Closed	-$1.5M	–	1771
2022 Q1	$1.5M	Sell	15,019 -11,732	-44%	-$1.24M	0.01%	786
2021 Q4	$2.95M	Buy	26,751 +3,154	+13%	+$350K	0.02%	570
2021 Q3	$2.46M	Buy	23,597 +3,681	+18%	+$388K	0.02%	579
2021 Q2	$2.03M	Buy	19,916 +7,274	+58%	+$718K	0.02%	635
2021 Q1	$1.17M	Buy	+12,642	New	+$1.12M	0.01%	723

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

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

AE Wealth Management reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 14% in Q2 2026, selling an estimated $4.1K and leaving 142 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

AE Wealth Management first reported a position in IAI in Q1 2021 and has held it in 13 quarters since. The position peaked at $2.95M in Q4 2021. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

AE Wealth Management held 142 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $24.8K as of Q2 2026.
AE Wealth Management sold 23 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $4.1K.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2215 holding.
AE Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2021 and has held it in 13 quarters since.
AE Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.95M in Q4 2021.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.