Client First Investment Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Client First Investment 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
2025 Q3	–	Sell	-4,677	Closed	-$791K	–	41
2025 Q2	$791K	Buy	+4,677	New	+$691K	0.49%	21

Other funds holding IAI

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SFI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Client First Investment Management's IAI Position: Q3 2025 in Review

Client First Investment Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2025, closing a stake of 4,677 shares — an estimated $791K sold.

Client First Investment Management first reported a position in IAI in Q2 2025 and held it in 1 quarter. The position peaked at $791K in Q2 2025. 184 funds tracked by Wall St. Rank hold IAI as of Q3 2025.

Client First Investment Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2025 after selling out during the quarter.
Client First Investment Management sold 4,677 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2025, an estimated $791K.
Client First Investment Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2025 and held it in 1 quarter.
Client First Investment Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $791K in Q2 2025.
184 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2025.

Based on Client First Investment Management's 13F filing for Q3 2025, filed 15 Oct 2025.