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

Baird Financial Group’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	$1.2M	Sell	7,339 -155	-2%	-$27.1K	﹤0.01%	1218
2025 Q4	$1.34M	Buy	7,494 +74	+1%	+$13K	﹤0.01%	1153
2025 Q3	$1.31M	Sell	7,420 -389	-5%	-$67.7K	﹤0.01%	1176
2025 Q2	$1.32M	Sell	7,809 -48	-0.6%	-$7.09K	﹤0.01%	1135
2025 Q1	$1.1M	Sell	7,857 -1	-0%	-$149	﹤0.01%	1142
2024 Q4	$1.13M	Sell	7,858 -1,171	-13%	-$167K	﹤0.01%	1148
2024 Q3	$1.16M	Sell	9,029 -216	-2%	-$26.7K	﹤0.01%	1126
2024 Q2	$1.08M	Buy	+9,245	New	+$1.07M	﹤0.01%	1141
2023 Q2	–	Sell	-10,121	Closed	-$927K	–	1717
2023 Q1	$927K	Buy	+10,121	New	+$996K	﹤0.01%	1109
2022 Q2	–	Sell	-7,933	Closed	-$792K	–	1812
2022 Q1	$792K	Buy	+7,933	New	+$837K	﹤0.01%	1249

Other funds holding IAI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Baird Financial Group's IAI Position: Q1 2026 in Review

Baird Financial Group reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 2.1% in Q1 2026, selling an estimated $27.1K and leaving 7,339 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Baird Financial Group first reported a position in IAI in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

Baird Financial Group held 7,339 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $1.2M as of Q1 2026.
Baird Financial Group sold 155 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $27.1K.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1218 holding.
Baird Financial Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2022 and has held it in 10 quarters since.
Baird Financial Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.34M in Q4 2025.
172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.