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Clark Capital Management Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Clark Capital Management 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
2025
Q3 		– Sell
-20,313
Closed -$3.44M – 456
2025
Q2 		$3.44M Sell
20,313
-2,443
-11% -$361K 0.02% 236
2025
Q1 		$3.19M Sell
22,756
-2,748
-11% -$409K 0.02% 233
2024
Q4 		$3.68M Buy
+25,504
New +$3.64M 0.03% 224
2024
Q1 		– Sell
-16,265
Closed -$1.77M – 405
2023
Q4 		$1.77M Buy
+16,265
New +$1.56M 0.01% 246
2023
Q1 		– Sell
-90,594
Closed -$8.71M – 348
2022
Q4 		$8.71M Sell
90,594
-5,679
-6% -$544K 0.08% 154
2022
Q3 		$8.22M Buy
+96,273
New +$8.81M 0.11% 157
2021
Q4 		– Sell
-110,859
Closed -$11.6M – 362
2021
Q3 		$11.6M Buy
110,859
+26,680
+32% +$2.81M 0.16% 153
2021
Q2 		$8.59M Buy
84,179
+25,304
+43% +$2.5M 0.12% 162
2021
Q1 		$5.43M Buy
58,875
+33,552
+132% +$2.98M 0.08% 173
2020
Q4 		$2.01M Buy
+25,323
New +$1.77M 0.03% 227
2018
Q2 		– Sell
-90,881
Closed -$5.95M – 286
2018
Q1 		$5.95M Buy
90,881
+35,059
+63% +$2.32M 0.19% 116
2017
Q4 		$3.5M Buy
+55,822
New +$3.33M 0.11% 130
2017
Q2 		– Sell
-47,072
Closed -$2.41M – 288
2017
Q1 		$2.41M Sell
47,072
-6,823
-13% -$354K 0.11% 154
2016
Q4 		$2.67M Sell
53,895
-8,517
-14% -$390K 0.14% 139
2016
Q3 		$2.6M Buy
+62,412
New +$2.49M 0.15% 149
2015
Q3 		– Sell
-148,438
Closed -$6.51M – 323
2015
Q2 		$6.51M Buy
148,438
+52,174
+54% +$2.28M 0.6% 51
2015
Q1 		$4.12M Buy
+96,264
New +$4.01M 0.37% 79
2014
Q2 		– Sell
-260,252
Closed -$10M – 337
2014
Q1 		$10M Sell
260,252
-53,354
-17% -$2.04M 0.87% 26
2013
Q4 		$12.1M Buy
313,606
+121,353
+63% +$4.34M 1.01% 16
2013
Q3 		$6.28M Buy
192,253
+184,272
+2,309% +$5.94M 0.5% 47
2013
Q2 		$246K Buy
+7,981
New +$231K 0.02% 286

Other funds holding IAI

Fisher Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clark Capital Management Group's IAI Position: Q3 2025 in Review

Clark Capital Management Group sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2025, closing a stake of 20,313 shares — an estimated $3.44M sold.

Clark Capital Management Group first reported a position in IAI in Q2 2013 and held it in 21 quarters. The position peaked at $12.1M in Q4 2013. 184 funds tracked by Wall St. Rank hold IAI as of Q3 2025.

  • Clark Capital Management Group reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2025 after selling out during the quarter.
  • Clark Capital Management Group sold 20,313 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2025, an estimated $3.44M.
  • Clark Capital Management Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2013 and held it in 21 quarters.
  • Clark Capital Management Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $12.1M in Q4 2013.
  • 184 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2025.

Based on Clark Capital Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.