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Focus Financial Network’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Focus Financial Network’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
Q4 		– Sell
-4,823
Closed -$853K – 747
2025
Q3 		$853K Buy
4,823
+3,374
+233% +$587K 0.03% 333
2025
Q2 		$245K Buy
+1,449
New +$214K 0.01% 632

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Focus Financial Network's IAI Position: Q4 2025 in Review

Focus Financial Network sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2025, closing a stake of 4,823 shares — an estimated $853K sold.

Focus Financial Network first reported a position in IAI in Q2 2025 and held it in 2 quarters. The position peaked at $853K in Q3 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q4 2025.

  • Focus Financial Network reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2025 after selling out during the quarter.
  • Focus Financial Network sold 4,823 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2025, an estimated $853K.
  • Focus Financial Network first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2025 and held it in 2 quarters.
  • Focus Financial Network's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $853K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2025.

Based on Focus Financial Network's 13F filing for Q4 2025, filed 12 Jan 2026.