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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
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

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

Chicago Wealth Management's IAI Position: Q1 2026 in Review

Chicago Wealth Management reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 98% in Q1 2026, selling an estimated $13.6M and leaving 1,306 shares worth $214K. The position accounts for 0.09% of the portfolio, ranked #57.

Chicago Wealth Management first reported a position in IAI in Q2 2024 and has held it in 8 quarters since. The position peaked at $14.2M in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Chicago Wealth Management held 1,306 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $214K as of Q1 2026.
  • Chicago Wealth Management sold 77,697 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $13.6M.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.09% of Chicago Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Chicago Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2024 and has held it in 8 quarters since.
  • Chicago Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $14.2M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.