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

Ausdal Financial 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 		$369K Buy
+2,102
New +$374K 0.01% 749
2026
Q1 		– Sell
-1,503
Closed -$270K – 1016
2025
Q4 		$270K Sell
1,503
-270
-15% -$47.4K 0.01% 777
2025
Q3 		$314K Buy
1,773
+324
+22% +$56.4K 0.02% 715
2025
Q2 		$245K Buy
+1,449
New +$214K 0.02% 602

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

Ausdal Financial Partners's IAI Position: Q2 2026 in Review

Ausdal Financial Partners opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 2,102 shares worth $369K. The stake represents 0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: Ausdal Financial Partners previously reported a position in IAI as recently as Q4 2025.

Ausdal Financial Partners first reported a position in IAI in Q2 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Ausdal Financial Partners held 2,102 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $369K as of Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Ausdal Financial Partners position in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #749 holding.
  • Ausdal Financial Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.