FFA
IAI icon

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

Farther Finance 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
Q3 		$104K Sell
591
-1
-0.2% -$189 ﹤0.01% 2820
2026
Q2 		$104K Sell
592
-378
-39% -$67.3K ﹤0.01% 2678
2026
Q1 		$160K Sell
970
-1,836
-65% -$321K ﹤0.01% 2182
2025
Q4 		$503K Buy
2,806
+786
+39% +$138K 0.01% 1304
2025
Q3 		$357K Buy
2,020
+832
+70% +$145K 0.01% 1268
2025
Q2 		$201K Buy
1,188
+1,122
+1,700% +$166K ﹤0.01% 1383
2025
Q1 		$9.27K Hold
66
– – ﹤0.01% 2776
2024
Q4 		$9.51K Hold
66
– – ﹤0.01% 2404
2024
Q3 		$8.48K Buy
66
+28
+74% +$3.46K ﹤0.01% 2427
2024
Q2 		$4.48K Hold
38
– – ﹤0.01% 2445
2024
Q1 		$4.38K Hold
38
– – ﹤0.01% 2135
2023
Q4 		$4.12K Buy
+38
New +$3.64K ﹤0.01% 2066

Other funds holding IAI

RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Farther Finance Advisors's IAI Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 0.17% in Q3 2026, selling an estimated $189 and leaving 591 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #2820.

Farther Finance Advisors first reported a position in IAI in Q4 2023 and has held it in 12 quarters since. The position peaked at $503K in Q4 2025. 6 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

  • Farther Finance Advisors held 591 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $104K as of Q3 2026.
  • Farther Finance Advisors sold 1 iShares US Broker-Dealers & Securities Exchanges ETF share in Q3 2026, an estimated $189.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2820 holding.
  • Farther Finance Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $503K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.