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

Citizens Financial Group’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 		$204K Buy
+1,166
New +$208K ﹤0.01% 996
2026
Q1 		– Sell
-1,166
Closed -$209K – 880
2025
Q4 		$209K Hold
1,166
– – ﹤0.01% 773
2025
Q3 		$206K Buy
+1,166
New +$203K ﹤0.01% 760

Other funds holding IAI

Fisher Asset Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citizens Financial Group's IAI Position: Q2 2026 in Review

Citizens Financial Group opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 1,166 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in IAI as recently as Q4 2025.

Citizens Financial Group first reported a position in IAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $209K in Q4 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Citizens Financial Group held 1,166 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $204K as of Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Citizens Financial Group position in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #996 holding.
  • Citizens Financial Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2025 and has held it in 3 quarters since.
  • Citizens Financial Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $209K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.