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

Arete Wealth 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
Q1 		– Sell
-16,258
Closed -$2.92M – 494
2025
Q4 		$2.92M Sell
16,258
-8
-0% -$1.41K 0.18% 120
2025
Q3 		$2.88M Buy
16,266
+2,554
+19% +$445K 0.18% 112
2025
Q2 		$2.32M Buy
13,712
+11,701
+582% +$1.73M 0.16% 121
2025
Q1 		$282K Sell
2,011
-629
-24% -$93.5K 0.02% 559
2024
Q4 		$380K Sell
2,640
-693
-21% -$98.9K 0.03% 495
2024
Q3 		$428K Buy
+3,333
New +$412K 0.04% 410

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

Arete Wealth Advisors's IAI Position: Q1 2026 in Review

Arete Wealth Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 16,258 shares — an estimated $2.92M sold.

Arete Wealth Advisors first reported a position in IAI in Q3 2024 and held it in 6 quarters. The position peaked at $2.92M in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Arete Wealth Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 16,258 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $2.92M.
  • Arete Wealth Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2024 and held it in 6 quarters.
  • Arete Wealth Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.92M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.