Bank of Montreal’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-12
| Closed | -$2.12K | – | 3706 |
|
|
2025
Q3 | $2.12K | Hold |
12
| – | – | ﹤0.01% | 3461 |
|
|
2025
Q2 | $2.03K | Hold |
12
| – | – | ﹤0.01% | 3450 |
|
|
2025
Q1 | $1.68K | Sell |
12
-73
| -86% | -$10.9K | ﹤0.01% | 3409 |
|
|
2024
Q4 | $12.2K | Sell |
85
-42
| -33% | -$5.99K | ﹤0.01% | 3316 |
|
|
2024
Q3 | $16.3K | Buy |
127
+22
| +21% | +$2.72K | ﹤0.01% | 3601 |
|
|
2024
Q2 | $12.5K | Buy |
+105
| New | +$12.1K | ﹤0.01% | 3638 |
|
|
2024
Q1 | – | Sell |
-28
| Closed | -$3.06K | – | 4090 |
|
|
2023
Q4 | $3.06K | Buy |
+28
| New | +$2.68K | ﹤0.01% | 3887 |
|
|
2023
Q1 | – | Sell |
-231,567
| Closed | -$23.1M | – | 3967 |
|
|
2022
Q4 | $23.1M | Buy |
+231,567
| New | +$22.2M | 0.01% | 640 |
|
|
2022
Q1 | – | Sell |
-311
| Closed | -$35K | – | 4215 |
|
|
2021
Q4 | $35K | Sell |
311
-10,317
| -97% | -$1.14M | ﹤0.01% | 3288 |
|
|
2021
Q3 | $1.14M | Buy |
+10,628
| New | +$1.12M | ﹤0.01% | 2405 |
|
|
2020
Q1 | – | Sell |
-366
| Closed | -$25K | – | 4350 |
|
|
2019
Q4 | $25K | Hold |
366
| – | – | ﹤0.01% | 4181 |
|
|
2019
Q3 | $24K | Sell |
366
-133
| -27% | -$8.58K | ﹤0.01% | 3993 |
|
|
2019
Q2 | $31K | Sell |
499
-123
| -20% | -$7.67K | ﹤0.01% | 3915 |
|
|
2019
Q1 | $37K | Sell |
622
-43
| -6% | -$2.58K | ﹤0.01% | 3457 |
|
|
2018
Q4 | $38K | Sell |
665
-410,244
| -100% | -$24.6M | ﹤0.01% | 3391 |
|
|
2018
Q3 | $25.6M | Sell |
410,909
-72,151
| -15% | -$4.69M | 0.02% | 564 |
|
|
2018
Q2 | $31M | Buy |
483,060
+447,855
| +1,272% | +$29.9M | 0.03% | 479 |
|
|
2018
Q1 | $2.3M | Buy |
35,205
+34,315
| +3,856% | +$2.27M | ﹤0.01% | 1508 |
|
|
2017
Q4 | $56K | Buy |
890
+180
| +25% | +$10.7K | ﹤0.01% | 3228 |
|
|
2017
Q3 | $41K | Sell |
710
-17
| -2% | -$921 | ﹤0.01% | 3297 |
|
|
2017
Q2 | $39K | Sell |
727
-890
| -55% | -$45.5K | ﹤0.01% | 3320 |
|
|
2017
Q1 | $83K | Buy |
1,617
+810
| +100% | +$42K | ﹤0.01% | 2897 |
|
|
2016
Q4 | $39K | Buy |
807
+487
| +152% | +$22.3K | ﹤0.01% | 3192 |
|
|
2016
Q3 | $13K | Sell |
320
-1,110
| -78% | -$44.3K | ﹤0.01% | 3486 |
|
|
2016
Q2 | $51K | Sell |
1,430
-24,804
| -95% | -$932K | ﹤0.01% | 3051 |
|
|
2016
Q1 | $982K | Buy |
26,234
+25,745
| +5,265% | +$933K | ﹤0.01% | 1763 |
|
|
2015
Q4 | $20K | Sell |
489
-94
| -16% | -$3.89K | ﹤0.01% | 3395 |
|
|
2015
Q3 | $22K | Buy |
583
+313
| +116% | +$13.2K | ﹤0.01% | 3221 |
|
|
2015
Q2 | $12K | Buy |
+270
| New | +$11.8K | ﹤0.01% | 3429 |
|
|
2014
Q4 | – | Sell |
-13,160
| Closed | -$517K | – | 4080 |
|
|
2014
Q3 | $517K | Hold |
13,160
| – | – | ﹤0.01% | 2066 |
|
|
2014
Q2 | $496K | Buy |
13,160
+12,821
| +3,782% | +$475K | ﹤0.01% | 2096 |
|
|
2014
Q1 | $13K | Buy |
+339
| New | +$13K | ﹤0.01% | 3603 |
|
Other funds holding IAI
HIIFS
AC
Bank of Montreal's IAI Position: Q4 2025 in Review
Bank of Montreal sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2025, closing a stake of 12 shares — an estimated $2.12K sold.
Bank of Montreal first reported a position in IAI in Q1 2014 and held it in 32 quarters. The position peaked at $31M in Q2 2018. 191 funds tracked by Wall St. Rank hold IAI as of Q4 2025.
- Bank of Montreal reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2025 after selling out during the quarter.
- Bank of Montreal sold 12 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2025, an estimated $2.12K.
- Bank of Montreal first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2014 and held it in 32 quarters.
- Bank of Montreal's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $31M in Q2 2018.
- 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2025.
Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.