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 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

AE Wealth Management's IAI Position: Q1 2026 in Review

AE Wealth Management increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 17% in Q1 2026, buying an estimated $4.2K and bringing the position to 165 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

AE Wealth Management first reported a position in IAI in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.95M in Q4 2021. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

AE Wealth Management held 165 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $27.2K as of Q1 2026.
AE Wealth Management bought 24 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $4.2K.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2073 holding.
AE Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2021 and has held it in 12 quarters since.
AE Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.95M in Q4 2021.
172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.