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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
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

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
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Aprio Wealth Management's IAI Position: Q1 2026 in Review

Aprio Wealth Management reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 14% in Q1 2026, selling an estimated $120K and leaving 4,076 shares worth $669K. The position accounts for 0.04% of the portfolio, ranked #277.

Aprio Wealth Management first reported a position in IAI in Q4 2024 and has held it in 6 quarters since. The position peaked at $966K in Q3 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Aprio Wealth Management held 4,076 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $669K as of Q1 2026.
  • Aprio Wealth Management sold 684 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $120K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.04% of Aprio Wealth Management's portfolio in Q1 2026, its #277 holding.
  • Aprio Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 6 quarters since.
  • Aprio Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $966K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.