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

Caldwell Trust’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 		$6.49K Buy
37
+7
+23% +$1.25K ﹤0.01% 713
2026
Q1 		$4.92K Buy
+30
New +$5.25K ﹤0.01% 716

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caldwell Trust's IAI Position: Q2 2026 in Review

Caldwell Trust increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 23% in Q2 2026, buying an estimated $1.25K and bringing the position to 37 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Caldwell Trust first reported a position in IAI in Q1 2026 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Caldwell Trust held 37 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $6.49K as of Q2 2026.
  • Caldwell Trust bought 7 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $1.25K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #713 holding.
  • Caldwell Trust first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2026 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.