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

First Horizon 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
2025 Q1	–	Sell	-123	Closed	-$17.8K	–	2353
2024 Q4	$17.8K	Sell	123 -10	-8%	-$1.43K	﹤0.01%	1375
2024 Q3	$17.2K	Sell	133 -28	-17%	-$3.46K	﹤0.01%	1422
2024 Q2	$18.9K	Buy	+161	New	+$18.6K	﹤0.01%	1298
2022 Q1	–	Sell	-41	Closed	-$4K	–	1979
2021 Q4	$4K	Buy	+41	New	+$4.55K	﹤0.01%	1808

Other funds holding IAI

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Horizon Advisors's IAI Position: Q1 2025 in Review

First Horizon Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2025, closing a stake of 123 shares — an estimated $17.8K sold.

First Horizon Advisors first reported a position in IAI in Q4 2021 and held it in 4 quarters. The position peaked at $18.9K in Q2 2024. 179 funds tracked by Wall St. Rank hold IAI as of Q1 2025.

First Horizon Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2025 after selling out during the quarter.
First Horizon Advisors sold 123 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2025, an estimated $17.8K.
First Horizon Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2021 and held it in 4 quarters.
First Horizon Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $18.9K in Q2 2024.
179 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2025.

Based on First Horizon Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.