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

Alpine Woods Capital Investors’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	$526K	Hold	3,000	–	–	0.11%	122
2026 Q1	$493K	Hold	3,000	–	–	0.12%	114
2025 Q4	$538K	Hold	3,000	–	–	0.13%	122
2025 Q3	$531K	Hold	3,000	–	–	0.12%	110
2025 Q2	$507K	Hold	3,000	–	–	0.12%	112
2025 Q1	$420K	Hold	3,000	–	–	0.11%	121
2024 Q4	$432K	Hold	3,000	–	–	0.08%	143
2024 Q3	$452K	Hold	3,000	–	–	0.08%	143
2024 Q2	$351K	Hold	3,000	–	–	0.05%	155
2024 Q1	$334K	Hold	3,000	–	–	0.07%	153
2023 Q4	$326K	Hold	3,000	–	–	0.05%	147
2023 Q3	$273K	Hold	3,000	–	–	0.04%	147
2023 Q2	$272K	Hold	3,000	–	–	0.04%	145
2023 Q1	$275K	Hold	3,000	–	–	0.04%	156
2022 Q4	$288K	Hold	3,000	–	–	0.04%	161
2022 Q3	$256K	Hold	3,000	–	–	0.03%	181
2022 Q2	$252K	Hold	3,000	–	–	0.03%	185
2022 Q1	$300K	Hold	3,000	–	–	0.03%	196
2021 Q4	$331K	Hold	3,000	–	–	0.03%	192
2021 Q3	$313K	Hold	3,000	–	–	0.03%	203
2021 Q2	$306K	Hold	3,000	–	–	0.03%	210
2021 Q1	$276K	Hold	3,000	–	–	0.03%	214
2020 Q4	$239K	Sell	3,000 -7,500	-71%	-$524K	0.03%	212
2020 Q3	$651K	Hold	10,500	–	–	0.1%	171
2020 Q2	$628K	Hold	10,500	–	–	0.12%	163
2020 Q1	$537K	Hold	10,500	–	–	0.12%	158
2019 Q4	$719K	Hold	10,500	–	–	0.14%	143
2019 Q3	$675K	Hold	10,500	–	–	0.12%	139
2019 Q2	$663K	Hold	10,500	–	–	0.14%	153
2019 Q1	$617K	Hold	10,500	–	–	0.13%	162
2018 Q4	$588K	Buy	+10,500	New	+$628K	0.14%	146

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

Alpine Woods Capital Investors's IAI Position: Q2 2026 in Review

Alpine Woods Capital Investors held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 3,000 shares worth $526K. The position accounts for 0.11% of the portfolio, ranked #122.

Alpine Woods Capital Investors first reported a position in IAI in Q4 2018 and has held it in 31 quarters since. The position peaked at $719K in Q4 2019. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Alpine Woods Capital Investors held 3,000 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $526K as of Q2 2026.
Alpine Woods Capital Investors left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.11% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #122 holding.
Alpine Woods Capital Investors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2018 and has held it in 31 quarters since.
Alpine Woods Capital Investors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $719K in Q4 2019.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.