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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
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

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 Investment Advisory Services's IAI Position: Q1 2026 in Review

Capital Investment Advisory Services held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q1 2026 at 6 shares worth $985. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Capital Investment Advisory Services first reported a position in IAI in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.43K in Q1 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Capital Investment Advisory Services held 6 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $985 as of Q1 2026.
  • Capital Investment Advisory Services left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q1 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #1178 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 8 quarters since.
  • Capital Investment Advisory Services's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $7.43K in Q1 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.