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AIMZ Investment Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

AIMZ Investment Advisors’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 		$358K Hold
2,040
– – 0.1% 116
2026
Q1 		$335K Hold
2,040
– – 0.1% 114
2025
Q4 		$366K Buy
+2,040
New +$358K 0.1% 109

Other funds holding IAI

Fisher Asset Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AIMZ Investment Advisors's IAI Position: Q2 2026 in Review

AIMZ Investment Advisors held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 2,040 shares worth $358K. The position accounts for 0.1% of the portfolio, ranked #116.

AIMZ Investment Advisors first reported a position in IAI in Q4 2025 and has held it in 3 quarters since. The position peaked at $366K in Q4 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • AIMZ Investment Advisors held 2,040 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $358K as of Q2 2026.
  • AIMZ Investment Advisors left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.1% of AIMZ Investment Advisors's portfolio in Q2 2026, its #116 holding.
  • AIMZ Investment Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2025 and has held it in 3 quarters since.
  • AIMZ Investment Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $366K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.