Arax Advisory Partners’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Arax Advisory Partners’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	$28.4K	Buy	162 +6	+4%	+$1.07K	﹤0.01%	3710
2026 Q1	$25.6K	Sell	156 -6	-4%	-$1.05K	﹤0.01%	1987
2025 Q4	$29.1K	Buy	+162	New	+$28.4K	﹤0.01%	1914
2025 Q3	–	Sell	-156	Closed	-$26.4K	–	3914
2025 Q2	$26.4K	Hold	156	–	–	﹤0.01%	1536
2025 Q1	$21.9K	Buy	+156	New	+$23.2K	﹤0.01%	1266
2021 Q4	–	Sell	-25	Closed	-$3K	–	1160
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	812
2021 Q2	$3K	Buy	+25	New	+$2.47K	﹤0.01%	813

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

Arax Advisory Partners's IAI Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 3.8% in Q2 2026, buying an estimated $1.07K and bringing the position to 162 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3710.

Arax Advisory Partners first reported a position in IAI in Q2 2021 and has held it in 7 quarters since. The position peaked at $29.1K in Q4 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Arax Advisory Partners held 162 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $28.4K as of Q2 2026.
Arax Advisory Partners bought 6 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $1.07K.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3710 holding.
Arax Advisory Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2021 and has held it in 7 quarters since.
Arax Advisory Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $29.1K in Q4 2025.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.