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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
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

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

FWL Investment Management's IAI Position: Q1 2026 in Review

FWL Investment Management reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 21% in Q1 2026, selling an estimated $22.6K and leaving 474 shares worth $77.8K. The position accounts for 0.02% of the portfolio, ranked #141.

FWL Investment Management first reported a position in IAI in Q2 2025 and has held it in 4 quarters since. The position peaked at $108K in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • FWL Investment Management held 474 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $77.8K as of Q1 2026.
  • FWL Investment Management sold 129 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $22.6K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.02% of FWL Investment Management's portfolio in Q1 2026, its #141 holding.
  • FWL Investment Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2025 and has held it in 4 quarters since.
  • FWL Investment Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $108K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.