AWM
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Aprio Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Aprio Wealth Management’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 		$562K Sell
3,205
-871
-21% -$155K 0.03% 354
2026
Q1 		$669K Sell
4,076
-684
-14% -$120K 0.04% 277
2025
Q4 		$854K Sell
4,760
-702
-13% -$123K 0.05% 223
2025
Q3 		$966K Sell
5,462
-19
-0.3% -$3.31K 0.1% 129
2025
Q2 		$927K Sell
5,481
-287
-5% -$42.4K 0.1% 118
2025
Q1 		$808K Buy
5,768
+2,156
+60% +$321K 0.1% 125
2024
Q4 		$520K Buy
+3,612
New +$515K 0.08% 133

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

Aprio Wealth Management's IAI Position: Q2 2026 in Review

Aprio Wealth Management reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 21% in Q2 2026, selling an estimated $155K and leaving 3,205 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #354.

Aprio Wealth Management first reported a position in IAI in Q4 2024 and has held it in 7 quarters since. The position peaked at $966K in Q3 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Aprio Wealth Management held 3,205 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $562K as of Q2 2026.
  • Aprio Wealth Management sold 871 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $155K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #354 holding.
  • Aprio Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 7 quarters since.
  • Aprio Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $966K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.