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

Gilpin Wealth 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
Q3 		$3.17K Hold
18
– – ﹤0.01% 521
2026
Q2 		$3.16K Hold
18
– – ﹤0.01% 403
2026
Q1 		$2.96K Hold
18
– – ﹤0.01% 396
2025
Q4 		$3.23K Buy
+18
New +$3.16K ﹤0.01% 365

Other funds holding IAI

CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Gilpin Wealth Management's IAI Position: Q3 2026 in Review

Gilpin Wealth Management held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q3 2026 at 18 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Gilpin Wealth Management first reported a position in IAI in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.23K in Q4 2025. 8 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

  • Gilpin Wealth Management held 18 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $3.17K as of Q3 2026.
  • Gilpin Wealth Management left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q3 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #521 holding.
  • Gilpin Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.23K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.