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

Founders Financial Securities’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
Q1 		– Sell
-28,206
Closed -$5.06M – 556
2025
Q4 		$5.06M Buy
28,206
+1,257
+5% +$221K 0.3% 69
2025
Q3 		$4.77M Sell
26,949
-613
-2% -$107K 0.32% 62
2025
Q2 		$4.66M Buy
+27,562
New +$4.07M 0.35% 66

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

Founders Financial Securities's IAI Position: Q1 2026 in Review

Founders Financial Securities sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 28,206 shares — an estimated $5.06M sold.

Founders Financial Securities first reported a position in IAI in Q2 2025 and held it in 3 quarters. The position peaked at $5.06M in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Founders Financial Securities reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
  • Founders Financial Securities sold 28,206 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $5.06M.
  • Founders Financial Securities first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2025 and held it in 3 quarters.
  • Founders Financial Securities's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $5.06M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.