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

Balance Wealth’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 Q3	$5.64K	Buy	+32	New	+$6.04K	﹤0.01%	626

Other funds holding IAI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Balance Wealth's IAI Position: Q3 2026 in Review

Balance Wealth opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2026: 32 shares worth $5.64K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings.

159 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

Balance Wealth held 32 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $5.64K as of Q3 2026.
iShares US Broker-Dealers & Securities Exchanges ETF was a new Balance Wealth position in Q3 2026.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #626 holding.
159 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.