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 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

HIIFS

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Belpointe Asset Management's IAI Position: Q1 2026 in Review

Belpointe Asset Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 8,734 shares — an estimated $1.57M sold.

Belpointe Asset Management first reported a position in IAI in Q4 2019 and held it in 7 quarters. The position peaked at $1.57M in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

Belpointe Asset Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
Belpointe Asset Management sold 8,734 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $1.57M.
Belpointe Asset Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2019 and held it in 7 quarters.
Belpointe Asset Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.57M in Q4 2025.
172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.