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

Allworth Financial’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	$890K	Sell	5,078 -276	-5%	-$49.2K	﹤0.01%	759
2026 Q1	$879K	Sell	5,354 -721	-12%	-$126K	﹤0.01%	743
2025 Q4	$1.09M	Sell	6,075 -448	-7%	-$78.7K	﹤0.01%	674
2025 Q3	$1.15M	Sell	6,523 -97	-1%	-$16.9K	0.01%	630
2025 Q2	$1.12M	Sell	6,620 -927	-12%	-$137K	0.01%	608
2025 Q1	$1.04M	Sell	7,547 -3,175	-30%	-$472K	0.01%	516
2024 Q4	$1.65M	Buy	+10,722	New	+$1.53M	0.01%	440
2018 Q4	–	Sell	-6	Closed	–	–	894
2018 Q3	$0	Buy	+6	New	+$390	﹤0.01%	936

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

Allworth Financial's IAI Position: Q2 2026 in Review

Allworth Financial reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 5.2% in Q2 2026, selling an estimated $49.2K and leaving 5,078 shares worth $890K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Allworth Financial first reported a position in IAI in Q3 2018 and has held it in 8 quarters since. The position peaked at $1.65M in Q4 2024. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Allworth Financial held 5,078 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $890K as of Q2 2026.
Allworth Financial sold 276 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $49.2K.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #759 holding.
Allworth Financial first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2018 and has held it in 8 quarters since.
Allworth Financial's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.65M in Q4 2024.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.