Baird Financial Group
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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
Q2 		– Sell
-7,339
Closed -$1.2M – 1949
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

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

Baird Financial Group's IAI Position: Q2 2026 in Review

Baird Financial Group sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026, closing a stake of 7,339 shares — an estimated $1.2M sold.

Baird Financial Group first reported a position in IAI in Q1 2022 and held it in 10 quarters. The position peaked at $1.34M in Q4 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Baird Financial Group reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2026 after selling out during the quarter.
  • Baird Financial Group sold 7,339 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $1.2M.
  • Baird Financial Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2022 and held it in 10 quarters.
  • Baird Financial Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.34M in Q4 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.