EH
IAI icon

Equitable Holdings’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Equitable Holdings’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 		$16.4M Buy
93,476
+10,503
+13% +$1.87M 0.1% 194
2026
Q1 		$13.9M Buy
82,973
+61,859
+293% +$10.8M 0.09% 218
2025
Q4 		$3.79M Sell
21,114
-2,216
-9% -$389K 0.03% 449
2025
Q3 		$4.13M Buy
23,330
+17,963
+335% +$3.13M 0.03% 404
2025
Q2 		$908K Buy
5,367
+3,486
+185% +$515K 0.01% 824
2025
Q1 		$264K Buy
+1,881
New +$280K ﹤0.01% 1145

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

Equitable Holdings's IAI Position: Q2 2026 in Review

Equitable Holdings increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 13% in Q2 2026, buying an estimated $1.87M and bringing the position to 93,476 shares worth $16.4M. The position accounts for 0.1% of the portfolio, ranked #194.

Equitable Holdings first reported a position in IAI in Q1 2025 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Equitable Holdings held 93,476 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $16.4M as of Q2 2026.
  • Equitable Holdings bought 10,503 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $1.87M.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.1% of Equitable Holdings's portfolio in Q2 2026, its #194 holding.
  • Equitable Holdings first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and has held it in 6 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.