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

Atria Wealth Solutions’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
2025 Q2	$2.97M	Sell	17,571 -7,635	-30%	-$1.13M	0.07%	316
2025 Q1	$3.53M	Sell	25,206 -14,350	-36%	-$2.13M	0.04%	441
2024 Q4	$5.7M	Buy	39,556 +24,764	+167%	+$3.53M	0.06%	324
2024 Q3	$1.9M	Buy	14,792 +359	+2%	+$44.4K	0.02%	659
2024 Q2	$1.69M	Buy	14,433 +8,789	+156%	+$1.01M	0.02%	690
2024 Q1	$655K	Buy	+5,644	New	+$614K	0.01%	1120
2023 Q1	–	Sell	-4,826	Closed	-$464K	–	1903
2022 Q4	$464K	Buy	4,826 +278	+6%	+$26.6K	0.01%	1119
2022 Q3	$388K	Buy	4,548 +313	+7%	+$28.6K	0.01%	1161
2022 Q2	$356K	Buy	4,235 +204	+5%	+$18.4K	0.01%	1128
2022 Q1	$403K	Buy	+4,031	New	+$425K	0.01%	1179

Other funds holding IAI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's IAI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 30% in Q2 2025, selling an estimated $1.13M and leaving 17,571 shares worth $2.97M. The position accounts for 0.07% of the portfolio, ranked #316.

Atria Wealth Solutions first reported a position in IAI in Q1 2022 and has held it in 10 quarters since. The position peaked at $5.7M in Q4 2024. 182 funds tracked by Wall St. Rank hold IAI as of Q2 2025.

Atria Wealth Solutions held 17,571 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $2.97M as of Q2 2025.
Atria Wealth Solutions sold 7,635 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2025, an estimated $1.13M.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #316 holding.
Atria Wealth Solutions first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2022 and has held it in 10 quarters since.
Atria Wealth Solutions's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $5.7M in Q4 2024.
182 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.