FIA
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FNY Investment Advisers’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

FNY Investment Advisers’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 		– Sell
-1,000
Closed -$175K – 867
2026
Q2 		$175K Buy
+1,000
New +$178K 0.06% 254

Other funds holding IAI

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FNY Investment Advisers's IAI Position: Q3 2026 in Review

FNY Investment Advisers sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2026, closing a stake of 1,000 shares — an estimated $175K sold.

FNY Investment Advisers first reported a position in IAI in Q2 2026 and held it in 1 quarter. The position peaked at $175K in Q2 2026. 22 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

  • FNY Investment Advisers reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2026 after selling out during the quarter.
  • FNY Investment Advisers sold 1,000 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2026, an estimated $175K.
  • FNY Investment Advisers first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2026 and held it in 1 quarter.
  • FNY Investment Advisers's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $175K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

Based on FNY Investment Advisers's 13F filing for Q3 2026, filed 16 Oct 2026.