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Duncker Streett & Co’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Duncker Streett & Co’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
Q1 		$7.88K Hold
48
– – ﹤0.01% 437
2025
Q4 		$8.61K Hold
48
– – ﹤0.01% 429
2025
Q3 		$8.49K Hold
48
– – ﹤0.01% 442
2025
Q2 		$8.12K Hold
48
– – ﹤0.01% 438
2025
Q1 		$6.72K Buy
+48
New +$7.14K ﹤0.01% 442

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Duncker Streett & Co's IAI Position: Q1 2026 in Review

Duncker Streett & Co held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q1 2026 at 48 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Duncker Streett & Co first reported a position in IAI in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.61K in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Duncker Streett & Co held 48 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $7.88K as of Q1 2026.
  • Duncker Streett & Co left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q1 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Duncker Streett & Co's portfolio in Q1 2026, its #437 holding.
  • Duncker Streett & Co first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and has held it in 5 quarters since.
  • Duncker Streett & Co's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $8.61K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.