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

Belpointe Asset 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
2026 Q2	$348K	Buy	+1,984	New	+$353K	0.01%	853
2026 Q1	–	Sell	-8,734	Closed	-$1.57M	–	1125
2025 Q4	$1.57M	Buy	8,734 +1,428	+20%	+$251K	0.06%	284
2025 Q3	$1.29M	Sell	7,306 -526	-7%	-$91.6K	0.05%	334
2025 Q2	$1.32M	Sell	7,832 -242	-3%	-$35.7K	0.06%	280
2025 Q1	$1.13M	Buy	+8,074	New	+$1.2M	0.06%	303
2023 Q2	–	Sell	-94	Closed	-$8.61K	–	1824
2023 Q1	$8.61K	Sell	94 -230	-71%	-$22.6K	﹤0.01%	2794
2022 Q4	$31.1K	Buy	+324	New	+$31K	﹤0.01%	1883
2020 Q1	–	Sell	-1,473	Closed	-$101K	–	699
2019 Q4	$101K	Buy	+1,473	New	+$97K	0.01%	775

Other funds holding IAI

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 New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Belpointe Asset Management's IAI Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 1,984 shares worth $348K. The stake represents 0.01% of the portfolio and ranks #853 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in IAI as recently as Q4 2025.

Belpointe Asset Management first reported a position in IAI in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.57M in Q4 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Belpointe Asset Management held 1,984 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $348K as of Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF was a new Belpointe Asset Management position in Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #853 holding.
Belpointe Asset Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2019 and has held it in 8 quarters since.
Belpointe Asset Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.57M in Q4 2025.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.