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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
Q2 		$28K Buy
+157
New +$28K ﹤0.01% 1094
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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

Capital Analysts LLC's IAI Position: Q2 2026 in Review

Capital Analysts LLC opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 157 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in IAI as recently as Q4 2025.

Capital Analysts LLC first reported a position in IAI in Q4 2022 and has held it in 3 quarters since. The position peaked at $109K in Q4 2022. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Capital Analysts LLC held 157 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $28K as of Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Capital Analysts LLC position in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1094 holding.
  • Capital Analysts LLC first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2022 and has held it in 3 quarters since.
  • Capital Analysts LLC's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $109K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.