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

Aptus Capital Advisors’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 		$3.86K Hold
22
– – ﹤0.01% 1685
2026
Q1 		$3.61K Hold
22
– – ﹤0.01% 1592
2025
Q4 		$3.95K Hold
22
– – ﹤0.01% 1572
2025
Q3 		$3.89K Hold
22
– – ﹤0.01% 1498
2025
Q2 		$3.72K Hold
22
– – ﹤0.01% 1442
2025
Q1 		$3.08K Buy
+22
New +$3.27K ﹤0.01% 1362

Other funds holding IAI

Fisher Asset Management
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aptus Capital Advisors's IAI Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 22 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Aptus Capital Advisors first reported a position in IAI in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.95K in Q4 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Aptus Capital Advisors held 22 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $3.86K as of Q2 2026.
  • Aptus Capital Advisors left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1685 holding.
  • Aptus Capital Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and has held it in 6 quarters since.
  • Aptus Capital Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.95K in Q4 2025.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.