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

ARS Investment 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 		$3.57M Buy
20,334
+170
+0.8% +$30.3K 0.16% 65
2026
Q1 		$3.31M Buy
20,164
+4,282
+27% +$749K 0.17% 61
2025
Q4 		$2.85M Buy
15,882
+58
+0.4% +$10.2K 0.17% 65
2025
Q3 		$2.8M Sell
15,824
-93
-0.6% -$16.2K 0.18% 62
2025
Q2 		$2.69M Buy
+15,917
New +$2.35M 0.2% 59

Other funds holding IAI

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

ARS Investment Partners's IAI Position: Q2 2026 in Review

ARS Investment Partners increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 0.84% in Q2 2026, buying an estimated $30.3K and bringing the position to 20,334 shares worth $3.57M. The position accounts for 0.16% of the portfolio, ranked #65.

ARS Investment Partners first reported a position in IAI in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • ARS Investment Partners held 20,334 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $3.57M as of Q2 2026.
  • ARS Investment Partners bought 170 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $30.3K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.16% of ARS Investment Partners's portfolio in Q2 2026, its #65 holding.
  • ARS Investment Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2025 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.