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EWG Elevate’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

EWG Elevate’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
2025
Q2 		– Sell
-59,352
Closed -$8.32M – 149
2025
Q1 		$8.32M Sell
59,352
-26,123
-31% -$3.88M 3.11% 9
2024
Q4 		$12.3M Buy
+85,475
New +$12.2M 3.75% 5

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWG Elevate's IAI Position: Q2 2025 in Review

EWG Elevate sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2025, closing a stake of 59,352 shares — an estimated $8.32M sold.

EWG Elevate first reported a position in IAI in Q4 2024 and held it in 2 quarters. The position peaked at $12.3M in Q4 2024. 182 funds tracked by Wall St. Rank hold IAI as of Q2 2025.

  • EWG Elevate reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2025 after selling out during the quarter.
  • EWG Elevate sold 59,352 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2025, an estimated $8.32M.
  • EWG Elevate first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and held it in 2 quarters.
  • EWG Elevate's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $12.3M in Q4 2024.
  • 182 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2025.

Based on EWG Elevate's 13F filing for Q2 2025, filed 15 Jul 2025.