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

Cambridge Investment Research 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
2026
Q2 		$2.69M Sell
15,336
-665
-4% -$118K 0.01% 1346
2026
Q1 		$2.63M Buy
16,001
+8,523
+114% +$1.49M 0.01% 1399
2025
Q4 		$1.34M Sell
7,478
-7,248
-49% -$1.27M ﹤0.01% 1880
2025
Q3 		$2.6M Buy
14,726
+11,524
+360% +$2.01M 0.01% 1304
2025
Q2 		$542K Buy
3,202
+1,003
+46% +$148K ﹤0.01% 2464
2025
Q1 		$308K Buy
2,199
+313
+17% +$46.5K ﹤0.01% 2846
2024
Q4 		$272K Buy
1,886
+33
+2% +$4.71K ﹤0.01% 2912
2024
Q3 		$238K Buy
1,853
+82
+5% +$10.1K ﹤0.01% 3003
2024
Q2 		$207K Buy
+1,771
New +$204K ﹤0.01% 3001
2024
Q1 		– Sell
-2,831
Closed -$307K – 3355
2023
Q4 		$307K Buy
2,831
+573
+25% +$54.8K ﹤0.01% 2576
2023
Q3 		$206K Sell
2,258
-195
-8% -$18.4K ﹤0.01% 2790
2023
Q2 		$223K Sell
2,453
-1,623
-40% -$145K ﹤0.01% 2786
2023
Q1 		$374K Buy
4,076
+1,273
+45% +$125K ﹤0.01% 2291
2022
Q4 		$269K Sell
2,803
-855
-23% -$81.9K ﹤0.01% 2520
2022
Q3 		$312K Sell
3,658
-59
-2% -$5.4K ﹤0.01% 2330
2022
Q2 		$312K Sell
3,717
-424
-10% -$38.1K ﹤0.01% 2350
2022
Q1 		$414K Sell
4,141
-7,437
-64% -$784K ﹤0.01% 2256
2021
Q4 		$1.28M Buy
11,578
+2,343
+25% +$260K 0.01% 1420
2021
Q3 		$964K Buy
9,235
+532
+6% +$56K ﹤0.01% 1559
2021
Q2 		$888K Buy
+8,703
New +$859K ﹤0.01% 1616
2018
Q3 		– Sell
-4,318
Closed -$277K – 2268
2018
Q2 		$277K Buy
+4,318
New +$289K ﹤0.01% 1787

Other funds holding IAI

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Cambridge Investment Research Advisors's IAI Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 4.2% in Q2 2026, selling an estimated $118K and leaving 15,336 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #1346.

Cambridge Investment Research Advisors first reported a position in IAI in Q2 2018 and has held it in 21 quarters since. 61 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Cambridge Investment Research Advisors held 15,336 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $2.69M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 665 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $118K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1346 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2018 and has held it in 21 quarters since.
  • 61 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.