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Darwin Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Darwin Wealth Management’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 		$18.8K Hold
107
– – 0.01% 333
2026
Q1 		$17.6K Buy
107
+98
+1,089% +$17.1K 0.01% 320
2025
Q4 		$1.62K Hold
9
– – ﹤0.01% 539
2025
Q3 		$1.59K Hold
9
– – ﹤0.01% 518
2025
Q2 		$1.52K Buy
+9
New +$1.33K ﹤0.01% 511

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

Darwin Wealth Management's IAI Position: Q2 2026 in Review

Darwin Wealth Management held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 107 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #333.

Darwin Wealth Management first reported a position in IAI in Q2 2025 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Darwin Wealth Management held 107 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $18.8K as of Q2 2026.
  • Darwin Wealth Management left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Darwin Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2025 and has held it in 5 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.