Bristlecone Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Bristlecone Advisors’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 Q3	–	Sell	-550	Closed	-$93K	–	253
2025 Q2	$93K	Hold	550	–	–	0.01%	240
2025 Q1	$77.1K	Hold	550	–	–	0.01%	302
2024 Q4	$79.3K	Hold	550	–	–	0.01%	302
2024 Q3	$70.7K	Buy	+550	New	+$68K	0.01%	309

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SFI

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

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

Bristlecone Advisors's IAI Position: Q3 2025 in Review

Bristlecone Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2025, closing a stake of 550 shares — an estimated $93K sold.

Bristlecone Advisors first reported a position in IAI in Q3 2024 and held it in 4 quarters. The position peaked at $93K in Q2 2025. 184 funds tracked by Wall St. Rank hold IAI as of Q3 2025.

Bristlecone Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 550 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2025, an estimated $93K.
Bristlecone Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2024 and held it in 4 quarters.
Bristlecone Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $93K in Q2 2025.
184 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.