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

Downshift Financial’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	$12.8K	Buy	+73	New	+$13K	0.01%	265

Other funds holding IAI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Downshift Financial's IAI Position: Q2 2026 in Review

Downshift Financial opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 73 shares worth $12.8K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings.

190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Downshift Financial held 73 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $12.8K as of Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF was a new Downshift Financial position in Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Downshift Financial's portfolio in Q2 2026, its #265 holding.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.