FFA
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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
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

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Farther Finance Advisors's IAI Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 39% in Q2 2026, selling an estimated $67.3K and leaving 592 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #2678.

Farther Finance Advisors first reported a position in IAI in Q4 2023 and has held it in 11 quarters since. The position peaked at $503K in Q4 2025. 20 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Farther Finance Advisors held 592 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $104K as of Q2 2026.
  • Farther Finance Advisors sold 378 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $67.3K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2678 holding.
  • Farther Finance Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $503K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.