Caitlin John’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Caitlin John’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	-13	Closed	-$2.33K	–	970
2025 Q4	$2.33K	Hold	13	–	–	﹤0.01%	713
2025 Q3	$2.3K	Buy	+13	New	+$2.26K	﹤0.01%	677
2025 Q1	–	Sell	-414	Closed	-$59.7K	–	418
2024 Q4	$59.7K	Hold	414	–	–	0.04%	212
2024 Q3	$61.5K	Hold	414	–	–	0.04%	213
2024 Q2	$48.4K	Sell	414 -29	-7%	-$3.34K	0.03%	250
2024 Q1	$51.4K	Hold	443	–	–	0.04%	230
2023 Q4	$48.1K	Buy	+443	New	+$42.4K	0.04%	224

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

Caitlin John's IAI Position: Q1 2026 in Review

Caitlin John sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 13 shares — an estimated $2.33K sold.

Caitlin John first reported a position in IAI in Q4 2023 and held it in 7 quarters. The position peaked at $61.5K in Q3 2024. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

Caitlin John reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
Caitlin John sold 13 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $2.33K.
Caitlin John first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2023 and held it in 7 quarters.
Caitlin John's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $61.5K in Q3 2024.
172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.