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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
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

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Blue Trust Inc's IAI Position: Q4 2025 in Review

Blue Trust Inc sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2025, closing a stake of 28 shares — an estimated $4.86K sold.

Blue Trust Inc first reported a position in IAI in Q3 2024 and held it in 2 quarters. The position peaked at $4.86K in Q3 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q4 2025.

  • Blue Trust Inc reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 28 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2025, an estimated $4.86K.
  • Blue Trust Inc first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2024 and held it in 2 quarters.
  • Blue Trust Inc's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $4.86K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.