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

Beaumont Capital 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
2025 Q2	–	Sell	-4,090	Closed	-$573K	–	55
2025 Q1	$573K	Buy	+4,090	New	+$608K	0.42%	42
2024 Q4	–	Sell	-20,573	Closed	-$2.64M	–	51
2024 Q3	$2.64M	Buy	+20,573	New	+$2.54M	1.94%	20
2023 Q2	–	Sell	-10,398	Closed	-$953K	–	40
2023 Q1	$953K	Sell	10,398 -25,696	-71%	-$2.53M	0.66%	29
2022 Q4	$3.47M	Buy	+36,094	New	+$3.46M	2.44%	13

Other funds holding IAI

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

HIIFS

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Beaumont Capital Management's IAI Position: Q2 2025 in Review

Beaumont Capital Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2025, closing a stake of 4,090 shares — an estimated $573K sold.

Beaumont Capital Management first reported a position in IAI in Q4 2022 and held it in 4 quarters. The position peaked at $3.47M in Q4 2022. 182 funds tracked by Wall St. Rank hold IAI as of Q2 2025.

Beaumont Capital Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2025 after selling out during the quarter.
Beaumont Capital Management sold 4,090 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2025, an estimated $573K.
Beaumont Capital Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2022 and held it in 4 quarters.
Beaumont Capital Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.47M in Q4 2022.
182 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2025.

Based on Beaumont Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.