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Atria Investments’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Atria Investments’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 		$900K Sell
5,482
-215
-4% -$37.6K 0.01% 1118
2025
Q4 		$1.02M Sell
5,697
-1,291
-18% -$227K 0.01% 1049
2025
Q3 		$1.24M Sell
6,988
-557
-7% -$97K 0.01% 939
2025
Q2 		$1.28M Sell
7,545
-2,632
-26% -$389K 0.02% 918
2025
Q1 		$1.43M Sell
10,177
-11,587
-53% -$1.72M 0.02% 858
2024
Q4 		$3.14M Sell
21,764
-1,113
-5% -$159K 0.04% 512
2024
Q3 		$2.94M Buy
22,877
+8,507
+59% +$1.05M 0.04% 540
2024
Q2 		$1.68M Buy
+14,370
New +$1.66M 0.02% 710
2023
Q2 		– Sell
-15,999
Closed -$1.47M – 854
2023
Q1 		$1.47M Buy
15,999
+509
+3% +$50.1K 0.03% 656
2022
Q4 		$1.49M Buy
15,490
+1,723
+13% +$165K 0.03% 617
2022
Q3 		$1.18M Buy
+13,767
New +$1.26M 0.03% 665
2022
Q2 		– Sell
-10,541
Closed -$1.05M – 804
2022
Q1 		$1.05M Buy
10,541
+1,372
+15% +$145K 0.02% 831
2021
Q4 		$1.01M Sell
9,169
-1,429
-13% -$159K 0.02% 834
2021
Q3 		$1.11M Buy
10,598
+42
+0.4% +$4.42K 0.02% 746
2021
Q2 		$1.08M Buy
+10,556
New +$1.04M 0.02% 732

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

Atria Investments's IAI Position: Q1 2026 in Review

Atria Investments reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 3.8% in Q1 2026, selling an estimated $37.6K and leaving 5,482 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #1118.

Atria Investments first reported a position in IAI in Q2 2021 and has held it in 15 quarters since. The position peaked at $3.14M in Q4 2024. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Atria Investments held 5,482 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $900K as of Q1 2026.
  • Atria Investments sold 215 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $37.6K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1118 holding.
  • Atria Investments first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2021 and has held it in 15 quarters since.
  • Atria Investments's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.14M in Q4 2024.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.