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

Axxcess Wealth Management’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 		$218K Buy
+1,242
New +$221K ﹤0.01% 978
2026
Q1 		– Sell
-1,235
Closed -$222K – 672
2025
Q4 		$222K Buy
1,235
+3
+0.2% +$527 ﹤0.01% 962
2025
Q3 		$218K Sell
1,232
-103
-8% -$17.9K ﹤0.01% 862
2025
Q2 		$226K Buy
+1,335
New +$197K 0.01% 806

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Axxcess Wealth Management's IAI Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 1,242 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IAI as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IAI in Q2 2025 and has held it in 4 quarters since. The position peaked at $226K in Q2 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Axxcess Wealth Management held 1,242 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $218K as of Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #978 holding.
  • Axxcess Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2025 and has held it in 4 quarters since.
  • Axxcess Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $226K in Q2 2025.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.