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Global Retirement Partners’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Global Retirement Partners’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
Q4 		$160K Sell
891
-11
-1% -$1.93K ﹤0.01% 1611
2025
Q3 		$160K Sell
902
-7
-0.8% -$1.22K ﹤0.01% 1292
2025
Q2 		$154K Buy
+909
New +$134K ﹤0.01% 1218
2024
Q4 		$65.3K Buy
453
+45
+11% +$6.42K ﹤0.01% 1488
2024
Q3 		$52.4K Buy
408
+74
+22% +$9.15K ﹤0.01% 1534
2024
Q2 		$39K Buy
334
+60
+22% +$6.92K ﹤0.01% 1667
2024
Q1 		$31.8K Sell
274
-710
-72% -$77.2K ﹤0.01% 1611
2023
Q4 		$103K Sell
984
-296
-23% -$28.3K ﹤0.01% 1025
2023
Q3 		$114K Sell
1,280
-157
-11% -$14.8K 0.01% 878
2023
Q2 		$130K Sell
1,437
-1,043
-42% -$93.4K 0.01% 841
2023
Q1 		$216K Buy
2,480
+1,067
+76% +$105K 0.01% 638
2022
Q4 		$136K Buy
1,413
+7
+0.5% +$670 0.01% 715
2022
Q3 		$135K Buy
1,406
+7
+0.5% +$640 0.01% 686
2022
Q2 		$117K Buy
1,399
+7
+0.5% +$630 0.01% 693
2022
Q1 		$121K Buy
+1,392
New +$147K 0.01% 697
2021
Q4 		– Sell
-817
Closed -$85K – 933
2021
Q3 		$85K Buy
817
+328
+67% +$34.5K 0.01% 696
2021
Q2 		$50K Sell
489
-73
-13% -$7.2K 0.01% 847
2021
Q1 		$52K Buy
562
+261
+87% +$23.2K 0.01% 780
2020
Q4 		$24K Buy
301
+169
+128% +$11.8K ﹤0.01% 972
2020
Q3 		$8K Buy
132
+46
+53% +$2.87K ﹤0.01% 1208
2020
Q2 		$5K Hold
86
– – ﹤0.01% 1291
2020
Q1 		$4K Sell
86
-91
-51% -$5.87K ﹤0.01% 1284
2019
Q4 		$12K Hold
177
– – ﹤0.01% 1111
2019
Q3 		$11K Buy
177
+1
+0.6% +$65 ﹤0.01% 1095
2019
Q2 		$11K Sell
176
-346
-66% -$21.6K ﹤0.01% 1078
2019
Q1 		$31K Buy
522
+3
+0.6% +$180 0.01% 686
2018
Q4 		$29K Buy
519
+5
+1% +$299 0.01% 644
2018
Q3 		$32K Buy
514
+1
+0.2% +$65 0.01% 672
2018
Q2 		$33K Hold
513
– – 0.01% 648
2018
Q1 		$34K Hold
513
– – 0.01% 621
2017
Q4 		$32K Buy
513
+423
+470% +$25.2K 0.01% 614
2017
Q3 		$5K Buy
+90
New +$4.88K ﹤0.01% 1003

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Global Retirement Partners's IAI Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 1.2% in Q4 2025, selling an estimated $1.93K and leaving 891 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Global Retirement Partners first reported a position in IAI in Q3 2017 and has held it in 32 quarters since. The position peaked at $216K in Q1 2023. 191 funds tracked by Wall St. Rank hold IAI as of Q4 2025.

  • Global Retirement Partners held 891 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $160K as of Q4 2025.
  • Global Retirement Partners sold 11 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2025, an estimated $1.93K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1611 holding.
  • Global Retirement Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2017 and has held it in 32 quarters since.
  • Global Retirement Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $216K in Q1 2023.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.