BPI
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BFC Planning, Inc.’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

BFC Planning, Inc.’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 		$59.4K Sell
339
-118
-26% -$21K ﹤0.01% 1468
2026
Q1 		$75.1K Buy
457
+197
+76% +$34.5K ﹤0.01% 1196
2025
Q4 		$46.7K Buy
260
+100
+63% +$17.6K ﹤0.01% 1399
2025
Q3 		$28.3K Sell
160
-305
-66% -$53.1K ﹤0.01% 1411
2025
Q2 		$78.7K Sell
465
-78
-14% -$11.5K 0.01% 978
2025
Q1 		$76.2K Buy
543
+149
+38% +$22.2K 0.01% 962
2024
Q4 		$56.8K Buy
+394
New +$56.2K ﹤0.01% 1055

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 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
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 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
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFC Planning, Inc.'s IAI Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 26% in Q2 2026, selling an estimated $21K and leaving 339 shares worth $59.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

BFC Planning, Inc. first reported a position in IAI in Q4 2024 and has held it in 7 quarters since. The position peaked at $78.7K in Q2 2025. 193 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • BFC Planning, Inc. held 339 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $59.4K as of Q2 2026.
  • BFC Planning, Inc. sold 118 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $21K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1468 holding.
  • BFC Planning, Inc. first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $78.7K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.