Apeiron RIA
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Apeiron RIA’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Apeiron RIA’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
Q3 		– Sell
-1,322
Closed -$232K – 151
2026
Q2 		$232K Sell
1,322
-4,005
-75% -$714K 0.06% 152
2026
Q1 		$875K Hold
5,327
– – 0.2% 85
2025
Q4 		$985K Sell
5,327
-311
-6% -$54.6K 0.2% 83
2025
Q3 		$978K Buy
5,638
+60
+1% +$10.4K 0.22% 84
2025
Q2 		$943K Buy
5,578
+108
+2% +$15.9K 0.24% 83
2025
Q1 		$766K Sell
5,470
-144
-3% -$21.4K 0.23% 86
2024
Q4 		$809K Buy
5,614
+3,238
+136% +$462K 0.23% 78
2024
Q3 		$305K Sell
2,376
-3,215
-58% -$397K 0.09% 162
2024
Q2 		$654K Sell
5,591
-239
-4% -$27.5K 0.2% 90
2024
Q1 		$676K Hold
5,830
– – 0.2% 89
2023
Q4 		$633K Sell
5,830
-769
-12% -$73.6K 0.2% 86
2023
Q3 		$601K Hold
6,599
– – 0.2% 86
2023
Q2 		$599K Buy
6,599
+51
+0.8% +$4.57K 0.21% 83
2023
Q1 		$600K Buy
6,548
+677
+12% +$66.6K 0.21% 82
2022
Q4 		$564K Hold
5,871
– – 0.22% 86
2022
Q3 		$508K Buy
+5,871
New +$537K 0.23% 82
2022
Q2 		– Sell
-5,994
Closed -$576K – 166
2022
Q1 		$576K Buy
5,994
+283
+5% +$29.8K 0.27% 74
2021
Q4 		$629K Buy
+5,711
New +$634K 0.26% 75

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Apeiron RIA's IAI Position: Q3 2026 in Review

Apeiron RIA sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2026, closing a stake of 1,322 shares — an estimated $232K sold.

Apeiron RIA first reported a position in IAI in Q4 2021 and held it in 18 quarters. The position peaked at $985K in Q4 2025. 124 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

  • Apeiron RIA reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2026 after selling out during the quarter.
  • Apeiron RIA sold 1,322 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2026, an estimated $232K.
  • Apeiron RIA first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2021 and held it in 18 quarters.
  • Apeiron RIA's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $985K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.