Eastern Bank’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Eastern Bank’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	$154K	Hold	880	–	–	﹤0.01%	429
2026 Q1	$144K	Hold	880	–	–	﹤0.01%	413
2025 Q4	$158K	Hold	880	–	–	﹤0.01%	395
2025 Q3	$156K	Hold	880	–	–	﹤0.01%	394
2025 Q2	$149K	Hold	880	–	–	﹤0.01%	391
2025 Q1	$123K	Hold	880	–	–	﹤0.01%	416
2024 Q4	$127K	Hold	880	–	–	﹤0.01%	424
2024 Q3	$113K	Buy	+880	New	+$109K	﹤0.01%	439

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

Eastern Bank's IAI Position: Q2 2026 in Review

Eastern Bank held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 880 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Eastern Bank first reported a position in IAI in Q3 2024 and has held it in 8 quarters since. The position peaked at $158K in Q4 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Eastern Bank held 880 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $154K as of Q2 2026.
Eastern Bank 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 Eastern Bank's portfolio in Q2 2026, its #429 holding.
Eastern Bank first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2024 and has held it in 8 quarters since.
Eastern Bank's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $158K in Q4 2025.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.