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Blue Trust Inc’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Blue Trust Inc’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 		$17.5K Buy
+100
New +$17.8K ﹤0.01% 1707
2025
Q4 		– Sell
-28
Closed -$4.86K – 2623
2025
Q3 		$4.86K Buy
+28
New +$4.87K ﹤0.01% 2004
2024
Q4 		– Sell
-24
Closed -$2.81K – 2688
2024
Q3 		$2.81K Buy
+24
New +$2.97K ﹤0.01% 2517

Other funds holding IAI

Fisher Asset Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Blue Trust Inc's IAI Position: Q2 2026 in Review

Blue Trust Inc opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 100 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #1707 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in IAI as recently as Q3 2025.

Blue Trust Inc first reported a position in IAI in Q3 2024 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Blue Trust Inc held 100 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $17.5K as of Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Blue Trust Inc position in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1707 holding.
  • Blue Trust Inc first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2024 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.