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EverSource Wealth Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

EverSource Wealth Advisors’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 		$6.84K Hold
39
– – ﹤0.01% 3121
2026
Q1 		$6.4K Hold
39
– – ﹤0.01% 3147
2025
Q4 		$7K Hold
39
– – ﹤0.01% 2972
2025
Q3 		$6.9K Hold
39
– – ﹤0.01% 3001
2025
Q2 		$6.6K Hold
39
– – ﹤0.01% 3038
2025
Q1 		$5.46K Hold
39
– – ﹤0.01% 2451
2024
Q4 		$5.62K Hold
39
– – ﹤0.01% 2290
2024
Q3 		$5.01K Hold
39
– – ﹤0.01% 2219
2024
Q2 		$4.84K Hold
39
– – ﹤0.01% 2229
2024
Q1 		$4.34K Buy
+39
New +$4.24K ﹤0.01% 2110

Other funds holding IAI

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

EverSource Wealth Advisors's IAI Position: Q2 2026 in Review

EverSource Wealth Advisors held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 39 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3121.

EverSource Wealth Advisors first reported a position in IAI in Q1 2024 and has held it in 10 quarters since. The position peaked at $7K in Q4 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • EverSource Wealth Advisors held 39 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $6.84K as of Q2 2026.
  • EverSource Wealth Advisors 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 EverSource Wealth Advisors's portfolio in Q2 2026, its #3121 holding.
  • EverSource Wealth Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $7K in Q4 2025.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.