Family Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Family Management’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	$1.75K	Hold	10	–	–	﹤0.01%	322
2026 Q1	$1.64K	Hold	10	–	–	﹤0.01%	303
2025 Q4	$1.79K	Hold	10	–	–	﹤0.01%	282
2025 Q3	$1.77K	Hold	10	–	–	﹤0.01%	256
2025 Q2	$1.69K	Hold	10	–	–	﹤0.01%	228
2025 Q1	$1.4K	Hold	10	–	–	﹤0.01%	214
2024 Q4	$1.44K	Buy	+10	New	+$1.43K	﹤0.01%	195

Other funds holding IAI

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 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

Family Management's IAI Position: Q2 2026 in Review

Family Management held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 10 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Family Management first reported a position in IAI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.79K in Q4 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Family Management held 10 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $1.75K as of Q2 2026.
Family Management 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 Family Management's portfolio in Q2 2026, its #322 holding.
Family Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 7 quarters since.
Family Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.79K in Q4 2025.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.