Central Pacific Bank - Trust Division’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Central Pacific Bank - Trust Division’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	$5.26K	Hold	30	–	–	﹤0.01%	742
2026 Q1	$4.92K	Hold	30	–	–	﹤0.01%	736
2025 Q4	$5.38K	Hold	30	–	–	﹤0.01%	723
2025 Q3	$5.31K	Hold	30	–	–	﹤0.01%	728
2025 Q2	$5.07K	Hold	30	–	–	﹤0.01%	740
2025 Q1	$4.2K	Hold	30	–	–	﹤0.01%	750
2024 Q4	$4.32K	Buy	30 +8	+36%	+$1.14K	﹤0.01%	766
2024 Q3	$2.83K	Hold	22	–	–	﹤0.01%	771
2024 Q2	$2.57K	Hold	22	–	–	﹤0.01%	854
2024 Q1	$2.53K	Buy	+22	New	+$2.39K	﹤0.01%	854

Other funds holding IAI

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Central Pacific Bank - Trust Division's IAI Position: Q2 2026 in Review

Central Pacific Bank - Trust Division held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 30 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Central Pacific Bank - Trust Division first reported a position in IAI in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.38K in Q4 2025. 31 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Central Pacific Bank - Trust Division held 30 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $5.26K as of Q2 2026.
Central Pacific Bank - Trust Division 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 Central Pacific Bank - Trust Division's portfolio in Q2 2026, its #742 holding.
Central Pacific Bank - Trust Division first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2024 and has held it in 10 quarters since.
Central Pacific Bank - Trust Division's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $5.38K in Q4 2025.
31 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.