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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
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

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

Equitable Holdings's IAI Position: Q1 2026 in Review

Equitable Holdings increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 293% in Q1 2026, buying an estimated $10.8M and bringing the position to 82,973 shares worth $13.9M. The position accounts for 0.09% of the portfolio, ranked #218.

Equitable Holdings first reported a position in IAI in Q1 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Equitable Holdings held 82,973 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $13.9M as of Q1 2026.
  • Equitable Holdings bought 61,859 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $10.8M.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.09% of Equitable Holdings's portfolio in Q1 2026, its #218 holding.
  • Equitable Holdings first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and has held it in 5 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.