Csenge Advisory Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Csenge Advisory 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	-10,119	Closed	-$1.56M	–	725
2025 Q2	$1.56M	Sell	10,119 -65	-0.6%	-$9.6K	0.08%	196
2025 Q1	$1.35M	Buy	10,184 +8,368	+461%	+$1.24M	0.08%	206
2024 Q4	$262K	Buy	+1,816	New	+$259K	0.01%	589
2023 Q2	–	Sell	-18,657	Closed	-$1.71M	–	676
2023 Q1	$1.71M	Sell	18,657 -2,870	-13%	-$282K	0.12%	144
2022 Q4	$2.07M	Buy	21,527 +18,484	+607%	+$1.77M	0.16%	120
2022 Q3	$260K	Buy	+3,043	New	+$278K	0.02%	503
2022 Q1	–	Sell	-14,445	Closed	-$1.48M	–	652
2021 Q4	$1.48M	Buy	14,445 +9,462	+190%	+$1.05M	0.13%	130
2021 Q3	$528K	Sell	4,983 -9,462	-66%	-$996K	0.04%	351
2021 Q2	$1.48M	Buy	14,445 +11,565	+402%	+$1.14M	0.13%	130
2021 Q1	$274K	Buy	+2,880	New	+$255K	0.03%	408
2018 Q2	–	Sell	-13,349	Closed	-$873K	–	279
2018 Q1	$873K	Buy	13,349 +5,648	+73%	+$373K	0.3%	82
2017 Q4	$483K	Buy	+7,701	New	+$460K	0.17%	112

Other funds holding IAI

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Csenge Advisory Group's IAI Position: Q3 2025 in Review

Csenge Advisory Group sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2025, closing a stake of 10,119 shares — an estimated $1.56M sold.

Csenge Advisory Group first reported a position in IAI in Q4 2017 and held it in 12 quarters. The position peaked at $2.07M in Q4 2022. 184 funds tracked by Wall St. Rank hold IAI as of Q3 2025.

Csenge Advisory Group reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2025 after selling out during the quarter.
Csenge Advisory Group sold 10,119 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2025, an estimated $1.56M.
Csenge Advisory Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2017 and held it in 12 quarters.
Csenge Advisory Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.07M in Q4 2022.
184 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.