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Centaurus Financial’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Centaurus Financial’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 		$306K Sell
1,865
-20
-1% -$3.5K 0.01% 680
2025
Q4 		$338K Buy
1,885
+50
+3% +$8.78K 0.02% 645
2025
Q3 		$325K Buy
1,835
+33
+2% +$5.75K 0.02% 653
2025
Q2 		$305K Buy
1,802
+420
+30% +$62K 0.02% 612
2025
Q1 		$194K Sell
1,382
-62
-4% -$9.22K 0.01% 683
2024
Q4 		$208K Sell
1,444
-712
-33% -$102K 0.01% 652
2024
Q3 		$277K Sell
2,156
-70
-3% -$8.65K 0.02% 559
2024
Q2 		$260K Sell
2,226
-41
-2% -$4.72K 0.02% 536
2024
Q1 		$263K Sell
2,267
-344
-13% -$37.4K 0.02% 542
2023
Q4 		$283K Sell
2,611
-178
-6% -$17K 0.02% 503
2023
Q3 		$254K Sell
2,789
-1,378
-33% -$130K 0.02% 499
2023
Q2 		$378K Buy
4,167
+71
+2% +$6.36K 0.03% 415
2023
Q1 		$375K Buy
4,096
+1,335
+48% +$131K 0.03% 483
2022
Q4 		$265K Buy
+2,761
New +$264K 0.02% 529
2022
Q3 		– Sell
-2,351
Closed -$197K – 866
2022
Q2 		$197K Buy
+2,351
New +$212K 0.02% 620
2021
Q4 		– Sell
-1,574
Closed -$164K – 947
2021
Q3 		$164K Hold
1,574
– – 0.01% 708
2021
Q2 		$161K Buy
+1,574
New +$155K 0.01% 731
2020
Q4 		– Sell
-2,459
Closed -$152K – 787
2020
Q3 		$152K Buy
+2,459
New +$154K 0.02% 514

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

Centaurus Financial's IAI Position: Q1 2026 in Review

Centaurus Financial reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 1.1% in Q1 2026, selling an estimated $3.5K and leaving 1,865 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #680.

Centaurus Financial first reported a position in IAI in Q3 2020 and has held it in 18 quarters since. The position peaked at $378K in Q2 2023. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Centaurus Financial held 1,865 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $306K as of Q1 2026.
  • Centaurus Financial sold 20 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $3.5K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #680 holding.
  • Centaurus Financial first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2020 and has held it in 18 quarters since.
  • Centaurus Financial's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $378K in Q2 2023.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.