CIBC World Market’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

CIBC World Market’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
2025 Q3	–	Sell	-2,209	Closed	-$374K	–	1443
2025 Q2	$374K	Buy	+2,209	New	+$326K	﹤0.01%	1121
2021 Q4	–	Sell	-5,688	Closed	-$594K	–	1364
2021 Q3	$594K	Buy	+5,688	New	+$599K	﹤0.01%	920
2018 Q4	–	Sell	-8,185	Closed	-$509K	–	1139
2018 Q3	$509K	Buy	8,185 +623	+8%	+$40.5K	﹤0.01%	849
2018 Q2	$485K	Buy	+7,562	New	+$505K	﹤0.01%	853
2017 Q2	–	Sell	-7,723	Closed	-$396K	–	1165
2017 Q1	$396K	Buy	+7,723	New	+$401K	﹤0.01%	804
2013 Q3	–	Sell	-22,573	Closed	-$695K	–	630
2013 Q2	$695K	Buy	+22,573	New	+$654K	﹤0.01%	357

Other funds holding IAI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC World Market's IAI Position: Q3 2025 in Review

CIBC World Market sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2025, closing a stake of 2,209 shares — an estimated $374K sold.

CIBC World Market first reported a position in IAI in Q2 2013 and held it in 6 quarters. The position peaked at $695K in Q2 2013. 184 funds tracked by Wall St. Rank hold IAI as of Q3 2025.

CIBC World Market reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2025 after selling out during the quarter.
CIBC World Market sold 2,209 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2025, an estimated $374K.
CIBC World Market first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2013 and held it in 6 quarters.
CIBC World Market's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $695K in Q2 2013.
184 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2025.

Based on CIBC World Market's 13F filing for Q3 2025, filed 6 Nov 2025.