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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
Q2 		$969K Buy
5,528
+46
+0.8% +$8.2K 0.01% 1131
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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

Atria Investments's IAI Position: Q2 2026 in Review

Atria Investments increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 0.84% in Q2 2026, buying an estimated $8.2K and bringing the position to 5,528 shares worth $969K. The position accounts for 0.01% of the portfolio, ranked #1131.

Atria Investments first reported a position in IAI in Q2 2021 and has held it in 16 quarters since. The position peaked at $3.14M in Q4 2024. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Atria Investments held 5,528 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $969K as of Q2 2026.
  • Atria Investments bought 46 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $8.2K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1131 holding.
  • Atria Investments first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2021 and has held it in 16 quarters since.
  • Atria Investments's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.14M in Q4 2024.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.