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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
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

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CX Institutional's IAI Position: Q2 2026 in Review

CX Institutional reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 92% in Q2 2026, selling an estimated $3.37M and leaving 1,745 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #622.

CX Institutional first reported a position in IAI in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.39M in Q1 2026. 20 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • CX Institutional held 1,745 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $306K as of Q2 2026.
  • CX Institutional sold 18,893 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $3.37M.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #622 holding.
  • CX Institutional first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2023 and has held it in 13 quarters since.
  • CX Institutional's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.39M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.