Glass Jacobson Investment Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Glass Jacobson Investment 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
2025 Q3	–	Sell	-20	Closed	-$3.43K	–	591
2025 Q2	$3.43K	Hold	20	–	–	﹤0.01%	488
2025 Q1	$2.91K	Hold	20	–	–	﹤0.01%	719
2024 Q4	$2.91K	Hold	20	–	–	﹤0.01%	719
2024 Q3	$2.59K	Hold	20	–	–	﹤0.01%	672
2024 Q2	$2.35K	Buy	+20	New	+$2.31K	﹤0.01%	669

Other funds holding IAI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Glass Jacobson Investment Advisors's IAI Position: Q3 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2025, closing a stake of 20 shares — an estimated $3.43K sold.

Glass Jacobson Investment Advisors first reported a position in IAI in Q2 2024 and held it in 5 quarters. The position peaked at $3.43K in Q2 2025. 184 funds tracked by Wall St. Rank hold IAI as of Q3 2025.

Glass Jacobson Investment Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 20 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2025, an estimated $3.43K.
Glass Jacobson Investment Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2024 and held it in 5 quarters.
Glass Jacobson Investment Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.43K in Q2 2025.
184 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.