CX Institutional
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CX Institutional’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

CX Institutional’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 		$300K Sell
1,704
-41
-2% -$7.73K 0.01% 627
2026
Q2 		$306K Sell
1,745
-18,893
-92% -$3.37M 0.01% 622
2026
Q1 		$3.39M Buy
20,638
+19,485
+1,690% +$3.41M 0.1% 203
2025
Q4 		$207K Sell
1,153
-57
-5% -$10K 0.01% 701
2025
Q3 		$214K Buy
1,210
+171
+16% +$29.8K 0.01% 673
2025
Q2 		$176K Sell
1,039
-344
-25% -$50.8K 0.01% 668
2025
Q1 		$194K Sell
1,383
-555
-29% -$82.5K 0.01% 608
2024
Q4 		$279K Sell
1,938
-44
-2% -$6.28K 0.01% 456
2024
Q3 		$255K Sell
1,982
-2,673
-57% -$330K 0.01% 498
2024
Q2 		$544K Sell
4,655
-46
-1% -$5.3K 0.03% 357
2024
Q1 		$545K Sell
4,701
-346
-7% -$37.6K 0.03% 356
2023
Q4 		$548K Sell
5,047
-3,089
-38% -$296K 0.03% 317
2023
Q3 		$741K Sell
8,136
-4,813
-37% -$455K 0.04% 286
2023
Q2 		$1.18M Buy
+12,949
New +$1.16M 0.06% 253

Other funds holding IAI

MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Valicenti Advisory Services
Valicenti Advisory Services Elmira, New York $531M AUM 36.36% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Robinson Value Management
Robinson Value Management San Antonio, Texas $183M AUM 16.72% 1-Year Est. Return
Rhodes Investment Advisors
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

CX Institutional's IAI Position: Q3 2026 in Review

CX Institutional reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 2.3% in Q3 2026, selling an estimated $7.73K and leaving 1,704 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #627.

CX Institutional first reported a position in IAI in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.39M in Q1 2026. 41 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

  • CX Institutional held 1,704 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $300K as of Q3 2026.
  • CX Institutional sold 41 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2026, an estimated $7.73K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #627 holding.
  • CX Institutional first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2023 and has held it in 14 quarters since.
  • CX Institutional's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.39M in Q1 2026.
  • 41 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.