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

Creative Financial Designs’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
Q3 		$222K Buy
+1,258
New +$237K 0.01% 636

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Creative Financial Designs's IAI Position: Q3 2026 in Review

Creative Financial Designs opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2026: 1,258 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #636 among its holdings.

129 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

  • Creative Financial Designs held 1,258 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $222K as of Q3 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Creative Financial Designs position in Q3 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Creative Financial Designs's portfolio in Q3 2026, its #636 holding.
  • 129 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.