Chicago Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Chicago Wealth Management’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	$214K	Sell	1,221 -85	-7%	-$15.1K	0.08%	59
2026 Q1	$214K	Sell	1,306 -77,697	-98%	-$13.6M	0.09%	57
2025 Q4	$14.2M	Buy	79,003 +909	+1%	+$160K	5.69%	3
2025 Q3	$13.8M	Sell	78,094 -314	-0.4%	-$54.7K	6.02%	2
2025 Q2	$13.3M	Sell	78,408 -742	-0.9%	-$110K	6.32%	2
2025 Q1	$11.1M	Buy	79,150 +1,967	+3%	+$293K	5.81%	3
2024 Q4	$11.1M	Buy	77,183 +4,353	+6%	+$621K	5.78%	2
2024 Q3	$9.36M	Buy	72,830 +1,149	+2%	+$142K	5%	9
2024 Q2	$8.38M	Buy	+71,681	New	+$8.26M	4.82%	11

Other funds holding IAI

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

APTFM

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

MIH

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

Chicago Wealth Management's IAI Position: Q2 2026 in Review

Chicago Wealth Management reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 6.5% in Q2 2026, selling an estimated $15.1K and leaving 1,221 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #59.

Chicago Wealth Management first reported a position in IAI in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.2M in Q4 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Chicago Wealth Management held 1,221 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $214K as of Q2 2026.
Chicago Wealth Management sold 85 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $15.1K.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.08% of Chicago Wealth Management's portfolio in Q2 2026, its #59 holding.
Chicago Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2024 and has held it in 9 quarters since.
Chicago Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $14.2M in Q4 2025.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.