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AlphaCore Capital’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

AlphaCore Capital’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 		$19.4M Sell
118,393
-44,810
-27% -$7.84M 0.46% 59
2025
Q4 		$29.3M Buy
+163,203
New +$28.7M 0.65% 43

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AlphaCore Capital's IAI Position: Q1 2026 in Review

AlphaCore Capital reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 27% in Q1 2026, selling an estimated $7.84M and leaving 118,393 shares worth $19.4M. The position accounts for 0.46% of the portfolio, ranked #59.

AlphaCore Capital first reported a position in IAI in Q4 2025 and has held it in 2 quarters since. The position peaked at $29.3M in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • AlphaCore Capital held 118,393 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $19.4M as of Q1 2026.
  • AlphaCore Capital sold 44,810 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $7.84M.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.46% of AlphaCore Capital's portfolio in Q1 2026, its #59 holding.
  • AlphaCore Capital first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2025 and has held it in 2 quarters since.
  • AlphaCore Capital's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $29.3M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.