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Concurrent Investment Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Concurrent Investment Advisors’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 		$512K Buy
+2,922
New +$521K ﹤0.01% 1384
2025
Q1 		– Sell
-14,453
Closed -$2.08M – 1284
2024
Q4 		$2.08M Sell
14,453
-51
-0.4% -$7.28K 0.06% 315
2024
Q3 		$1.86M Buy
14,504
+308
+2% +$38.1K 0.06% 332
2024
Q2 		$1.66M Buy
+14,196
New +$1.64M 0.05% 320

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

Concurrent Investment Advisors's IAI Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 2,922 shares worth $512K. The stake represents ﹤0.01% of the portfolio and ranks #1384 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in IAI as recently as Q4 2024.

Concurrent Investment Advisors first reported a position in IAI in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.08M in Q4 2024. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Concurrent Investment Advisors held 2,922 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $512K as of Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1384 holding.
  • Concurrent Investment Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2024 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.08M in Q4 2024.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.