Fidelity Investments
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Fidelity Investments’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Fidelity Investments’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
Q1 		$711K Buy
4,328
+1
+0% +$175 ﹤0.01% 2986
2025
Q4 		$776K Buy
4,327
+700
+19% +$123K ﹤0.01% 2945
2025
Q3 		$642K Sell
3,627
-336
-8% -$58.5K ﹤0.01% 2948
2025
Q2 		$670K Buy
3,963
+78
+2% +$11.5K ﹤0.01% 2869
2025
Q1 		$544K Sell
3,885
-448
-10% -$66.6K ﹤0.01% 2869
2024
Q4 		$624K Buy
4,333
+503
+13% +$71.8K ﹤0.01% 2835
2024
Q3 		$492K Buy
3,830
+1,177
+44% +$145K ﹤0.01% 2865
2024
Q2 		$310K Buy
2,653
+766
+41% +$88.3K ﹤0.01% 2890
2024
Q1 		$219K Buy
1,887
+325
+21% +$35.3K ﹤0.01% 2998
2023
Q4 		$170K Sell
1,562
-82
-5% -$7.85K ﹤0.01% 3015
2023
Q3 		$150K Buy
1,644
+2
+0.1% +$189 ﹤0.01% 2975
2023
Q2 		$149K Sell
1,642
-520
-24% -$46.6K ﹤0.01% 3034
2023
Q1 		$198K Buy
2,162
+260
+14% +$25.6K ﹤0.01% 2987
2022
Q4 		$183K Sell
1,902
-1,063
-36% -$102K ﹤0.01% 3033
2022
Q3 		$253K Buy
2,965
+910
+44% +$83.2K ﹤0.01% 2986
2022
Q2 		$172K Buy
2,055
+28
+1% +$2.52K ﹤0.01% 3160
2022
Q1 		$203K Buy
2,027
+28
+1% +$2.95K ﹤0.01% 3255
2021
Q4 		$220K Buy
1,999
+2
+0.1% +$222 ﹤0.01% 2933
2021
Q3 		$208K Buy
1,997
+158
+9% +$16.6K ﹤0.01% 2941
2021
Q2 		$188K Sell
1,839
-72
-4% -$7.1K ﹤0.01% 2929
2021
Q1 		$176K Buy
1,911
+585
+44% +$51.9K ﹤0.01% 2840
2020
Q4 		$105K Sell
1,326
-776
-37% -$54.3K ﹤0.01% 2877
2020
Q3 		$130K Buy
2,102
+264
+14% +$16.5K ﹤0.01% 2750
2020
Q2 		$110K Sell
1,838
-311
-14% -$18.2K ﹤0.01% 2710
2020
Q1 		$110K Sell
2,149
-521
-20% -$33.6K ﹤0.01% 2665
2019
Q4 		$183K Sell
2,670
-30
-1% -$1.98K ﹤0.01% 2652
2019
Q3 		$174K Sell
2,700
-496
-16% -$32K ﹤0.01% 2658
2019
Q2 		$202K Buy
3,196
+235
+8% +$14.7K ﹤0.01% 2639
2019
Q1 		$174K Buy
2,961
+405
+16% +$24.3K ﹤0.01% 2600
2018
Q4 		$143K Sell
2,556
-759
-23% -$45.4K ﹤0.01% 2595
2018
Q3 		$207K Buy
+3,315
New +$215K ﹤0.01% 2635

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Fidelity Investments's IAI Position: Q1 2026 in Review

Fidelity Investments increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 0.02% in Q1 2026, buying an estimated $175 and bringing the position to 4,328 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #2986.

Fidelity Investments first reported a position in IAI in Q3 2018 and has held it in 31 quarters since. The position peaked at $776K in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Fidelity Investments held 4,328 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $711K as of Q1 2026.
  • Fidelity Investments bought 1 iShares US Broker-Dealers & Securities Exchanges ETF share in Q1 2026, an estimated $175.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2986 holding.
  • Fidelity Investments first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2018 and has held it in 31 quarters since.
  • Fidelity Investments's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $776K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.