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Capital Analysts LLC’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Capital Analysts LLC’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
-203
Closed -$36K – 1561
2025
Q4 		$36K Buy
+203
New +$35.6K ﹤0.01% 986
2023
Q1 		– Sell
-1,129
Closed -$109K – 1017
2022
Q4 		$109K Buy
+1,129
New +$108K 0.01% 484

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Capital Analysts LLC's IAI Position: Q1 2026 in Review

Capital Analysts LLC sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 203 shares — an estimated $36K sold.

Capital Analysts LLC first reported a position in IAI in Q4 2022 and held it in 2 quarters. The position peaked at $109K in Q4 2022. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Capital Analysts LLC reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 203 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $36K.
  • Capital Analysts LLC first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2022 and held it in 2 quarters.
  • Capital Analysts LLC's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $109K in Q4 2022.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.