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Cassady Wealth & Retirement Planning’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Cassady Wealth & Retirement Planning’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 		$438K Hold
2,498
– – 0.2% 72
2026
Q1 		$441K Buy
2,498
+1
+0% +$175 0.23% 72
2025
Q4 		$448K Buy
+2,497
New +$438K 0.29% 68

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cassady Wealth & Retirement Planning's IAI Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 2,498 shares worth $438K. The position accounts for 0.2% of the portfolio, ranked #72.

Cassady Wealth & Retirement Planning first reported a position in IAI in Q4 2025 and has held it in 3 quarters since. The position peaked at $448K in Q4 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 2,498 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $438K as of Q2 2026.
  • Cassady Wealth & Retirement Planning left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.2% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #72 holding.
  • Cassady Wealth & Retirement Planning first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $448K in Q4 2025.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.