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FWL Investment Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

FWL Investment Management’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 		$90.6K Buy
517
+43
+9% +$7.66K 0.02% 157
2026
Q1 		$77.8K Sell
474
-129
-21% -$22.6K 0.02% 141
2025
Q4 		$108K Buy
603
+111
+23% +$19.5K 0.03% 115
2025
Q3 		$87K Sell
492
-68
-12% -$11.8K 0.02% 121
2025
Q2 		$94.7K Buy
+560
New +$82.7K 0.03% 121

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

FWL Investment Management's IAI Position: Q2 2026 in Review

FWL Investment Management increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 9.1% in Q2 2026, buying an estimated $7.66K and bringing the position to 517 shares worth $90.6K. The position accounts for 0.02% of the portfolio, ranked #157.

FWL Investment Management first reported a position in IAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $108K in Q4 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • FWL Investment Management held 517 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $90.6K as of Q2 2026.
  • FWL Investment Management bought 43 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $7.66K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.02% of FWL Investment Management's portfolio in Q2 2026, its #157 holding.
  • FWL Investment Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2025 and has held it in 5 quarters since.
  • FWL Investment Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $108K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.