Capital Investment Advisory Services’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Capital Investment Advisory Services’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	$1.05K	Hold	6	–	–	﹤0.01%	1279
2026 Q1	$985	Hold	6	–	–	﹤0.01%	1178
2025 Q4	$1.08K	Hold	6	–	–	﹤0.01%	1142
2025 Q3	$1.06K	Hold	6	–	–	﹤0.01%	1067
2025 Q2	$1.01K	Sell	6 -47	-89%	-$6.94K	﹤0.01%	1041
2025 Q1	$7.43K	Buy	53 +47	+783%	+$6.99K	﹤0.01%	896
2024 Q4	$865	Hold	6	–	–	﹤0.01%	921
2024 Q3	$771	Hold	6	–	–	﹤0.01%	968
2024 Q2	$702	Buy	+6	New	+$692	﹤0.01%	948

Other funds holding IAI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital Investment Advisory Services's IAI Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 6 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Capital Investment Advisory Services first reported a position in IAI in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.43K in Q1 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Capital Investment Advisory Services held 6 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $1.05K as of Q2 2026.
Capital Investment Advisory Services left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1279 holding.
Capital Investment Advisory Services first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2024 and has held it in 9 quarters since.
Capital Investment Advisory Services's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $7.43K in Q1 2025.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.