Commonwealth Equity Services
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Commonwealth Equity Services’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Commonwealth Equity Services’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 		$4.46M Buy
27,175
+2,093
+8% +$366K 0.01% 1414
2025
Q4 		$4.5M Buy
25,082
+2,396
+11% +$421K 0.01% 1397
2025
Q3 		$4.01M Buy
22,686
+16,421
+262% +$2.86M 0.01% 1507
2025
Q2 		$1.06M Buy
6,265
+1,546
+33% +$228K ﹤0.01% 2510
2025
Q1 		$661K Sell
4,719
-221
-4% -$32.9K ﹤0.01% 2809
2024
Q4 		$712K Buy
4,940
+573
+13% +$81.8K ﹤0.01% 2683
2024
Q3 		$561K Sell
4,367
-981
-18% -$121K ﹤0.01% 2796
2024
Q2 		$625K Buy
5,348
+118
+2% +$13.6K ﹤0.01% 2645
2024
Q1 		$607K Sell
5,230
-704
-12% -$76.5K ﹤0.01% 2659
2023
Q4 		$644K Buy
5,934
+82
+1% +$7.85K ﹤0.01% 2504
2023
Q3 		$533K Sell
5,852
-1,974
-25% -$187K ﹤0.01% 2541
2023
Q2 		$710K Sell
7,826
-982
-11% -$88K ﹤0.01% 2350
2023
Q1 		$807 Sell
8,808
-1
-0% -$98 ﹤0.01% 2195
2022
Q4 		$846K Buy
8,809
+323
+4% +$30.9K ﹤0.01% 2075
2022
Q3 		$724K Sell
8,486
-10,572
-55% -$967K ﹤0.01% 2128
2022
Q2 		$1.6M Sell
19,058
-49,233
-72% -$4.43M ﹤0.01% 1566
2022
Q1 		$6.82M Buy
68,291
+541
+0.8% +$57K 0.02% 792
2021
Q4 		$7.47M Buy
67,750
+2,384
+4% +$265K 0.02% 726
2021
Q3 		$6.82M Buy
65,366
+13,549
+26% +$1.43M 0.02% 708
2021
Q2 		$5.29M Buy
51,817
+20,824
+67% +$2.05M 0.01% 826
2021
Q1 		$2.86M Buy
30,993
+28,041
+950% +$2.49M 0.01% 1095
2020
Q4 		$234K Sell
2,952
-278
-9% -$19.4K ﹤0.01% 2790
2020
Q3 		$200K Buy
+3,230
New +$202K ﹤0.01% 2720
2020
Q2 		– Sell
-22,570
Closed -$1.16M – 2978
2020
Q1 		$1.16M Buy
+22,570
New +$1.46M 0.01% 1184
2016
Q1 		– Sell
-8,891
Closed -$369K – 2233
2015
Q4 		$369K Sell
8,891
-2,543
-22% -$105K ﹤0.01% 1460
2015
Q3 		$441K Buy
11,434
+502
+5% +$21.1K ﹤0.01% 1311
2015
Q2 		$479K Buy
10,932
+887
+9% +$38.7K ﹤0.01% 1360
2015
Q1 		$430K Buy
10,045
+424
+4% +$17.6K ﹤0.01% 1406
2014
Q4 		$410K Buy
9,621
+1,114
+13% +$45K ﹤0.01% 1384
2014
Q3 		$334K Buy
8,507
+980
+13% +$37.8K ﹤0.01% 1476
2014
Q2 		$283K Buy
7,527
+348
+5% +$12.9K ﹤0.01% 1591
2014
Q1 		$277K Buy
+7,179
New +$275K ﹤0.01% 1534

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

Commonwealth Equity Services's IAI Position: Q1 2026 in Review

Commonwealth Equity Services increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 8.3% in Q1 2026, buying an estimated $366K and bringing the position to 27,175 shares worth $4.46M. The position accounts for 0.01% of the portfolio, ranked #1414.

Commonwealth Equity Services first reported a position in IAI in Q1 2014 and has held it in 32 quarters since. The position peaked at $7.47M in Q4 2021. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Commonwealth Equity Services held 27,175 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $4.46M as of Q1 2026.
  • Commonwealth Equity Services bought 2,093 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $366K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1414 holding.
  • Commonwealth Equity Services first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2014 and has held it in 32 quarters since.
  • Commonwealth Equity Services's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $7.47M in Q4 2021.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.