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

Fortis Capital 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 		$348K Buy
+1,984
New +$353K 0.04% 303
2026
Q1 		– Sell
-1,348
Closed -$242K – 394
2025
Q4 		$242K Buy
+1,348
New +$237K 0.04% 270

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fortis Capital Advisors's IAI Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 1,984 shares worth $348K. The stake represents 0.04% of the portfolio and ranks #303 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in IAI as recently as Q4 2025.

Fortis Capital Advisors first reported a position in IAI in Q4 2025 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Fortis Capital Advisors held 1,984 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $348K as of Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Fortis Capital Advisors position in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.04% of Fortis Capital Advisors's portfolio in Q2 2026, its #303 holding.
  • Fortis Capital Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2025 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.