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

Founders Financial Alliance’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 		$26.4K Sell
151
-84
-36% -$15K ﹤0.01% 614
2026
Q1 		$38.6K Hold
235
– – 0.01% 531
2025
Q4 		$42.1K Buy
235
+1
+0.4% +$176 0.01% 442
2025
Q3 		$41.4K Hold
234
– – 0.01% 514
2025
Q2 		$39.5K Buy
234
+1
+0.4% +$148 0.01% 402
2025
Q1 		$32.7K Hold
233
– – 0.01% 470
2024
Q4 		$33.5K Buy
233
+1
+0.4% +$143 0.01% 409
2024
Q3 		$29.8K Buy
232
+1
+0.4% +$124 0.01% 426
2024
Q2 		$27.1K Hold
231
– – 0.01% 418
2024
Q1 		$26.8K Sell
231
-49
-18% -$5.33K 0.01% 424
2023
Q4 		$30.4K Buy
280
+2
+0.7% +$191 0.01% 373
2023
Q3 		$25.3K Hold
278
– – 0.01% 368
2023
Q2 		$25.2K Sell
278
-19
-6% -$1.7K 0.01% 397
2023
Q1 		$27.2K Sell
297
-348
-54% -$34.3K 0.01% 354
2022
Q4 		$62K Sell
645
-13
-2% -$1.25K 0.03% 302
2022
Q3 		$56K Buy
658
+47
+8% +$4.3K 0.03% 305
2022
Q2 		$51K Buy
611
+3
+0.5% +$270 0.03% 332
2022
Q1 		$61K Buy
608
+252
+71% +$26.6K 0.03% 303
2021
Q4 		$39K Buy
356
+149
+72% +$16.5K 0.02% 368
2021
Q3 		$22K Buy
+207
New +$21.8K 0.01% 369

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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

Founders Financial Alliance's IAI Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 36% in Q2 2026, selling an estimated $15K and leaving 151 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Founders Financial Alliance first reported a position in IAI in Q3 2021 and has held it in 20 quarters since. The position peaked at $62K in Q4 2022. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Founders Financial Alliance held 151 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $26.4K as of Q2 2026.
  • Founders Financial Alliance sold 84 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $15K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #614 holding.
  • Founders Financial Alliance first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2021 and has held it in 20 quarters since.
  • Founders Financial Alliance's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $62K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.