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

Game Plan Financial Advisors’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 		$3.26M Buy
13,468
+13,368
+13,368% +$2.38M 1.21% 28
2026
Q1 		$16.4K Hold
100
– – 0.01% 184
2025
Q4 		$17.9K Hold
100
– – 0.01% 184
2025
Q3 		$17.7K Hold
100
– – 0.01% 195
2025
Q2 		$16.9K Hold
100
– – 0.01% 200
2025
Q1 		$14K Hold
100
– – 0.01% 207
2024
Q4 		$14.4K Hold
100
– – 0.01% 206
2024
Q3 		$12.9K Hold
100
– – 0.01% 222
2024
Q2 		$11.7K Hold
100
– – 0.01% 234
2024
Q1 		$11.6K Hold
100
– – 0.01% 253
2023
Q4 		$10.9K Buy
+100
New +$9.57K 0.01% 245

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

Game Plan Financial Advisors's IAI Position: Q2 2026 in Review

Game Plan Financial Advisors increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 13,368% in Q2 2026, buying an estimated $2.38M and bringing the position to 13,468 shares worth $3.26M. The position accounts for 1.21% of the portfolio, ranked #28.

Game Plan Financial Advisors first reported a position in IAI in Q4 2023 and has held it in 11 quarters since. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Game Plan Financial Advisors held 13,468 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $3.26M as of Q2 2026.
  • Game Plan Financial Advisors bought 13,368 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $2.38M.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 1.21% of Game Plan Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Game Plan Financial Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2023 and has held it in 11 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.