Global Financial Private Client’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Global Financial Private Client’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	$973K	Buy	5,550 +153	+3%	+$27.3K	0.26%	109
2026 Q1	$886K	Buy	5,397 +326	+6%	+$57K	0.29%	106
2025 Q4	$910K	Buy	5,071 +19	+0.4%	+$3.34K	0.32%	91
2025 Q3	$894K	Buy	5,052 +324	+7%	+$56.4K	0.32%	92
2025 Q2	$800K	Buy	4,728 +1,102	+30%	+$163K	0.3%	92
2025 Q1	$508K	Buy	+3,626	New	+$539K	0.19%	126

Other funds holding IAI

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

HIIFS

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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Global Financial Private Client's IAI Position: Q2 2026 in Review

Global Financial Private Client increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 2.8% in Q2 2026, buying an estimated $27.3K and bringing the position to 5,550 shares worth $973K. The position accounts for 0.26% of the portfolio, ranked #109.

Global Financial Private Client first reported a position in IAI in Q1 2025 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Global Financial Private Client held 5,550 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $973K as of Q2 2026.
Global Financial Private Client bought 153 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $27.3K.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.26% of Global Financial Private Client's portfolio in Q2 2026, its #109 holding.
Global Financial Private Client first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and has held it in 6 quarters since.
67 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.