GDP
IAI icon

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

Great Diamond 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
2026
Q1 		– Sell
-15,093
Closed -$2.71M – 240
2025
Q4 		$2.71M Buy
15,093
+40
+0.3% +$7.02K 0.52% 51
2025
Q3 		$2.66M Sell
15,053
-56
-0.4% -$9.75K 0.52% 53
2025
Q2 		$2.56M Sell
15,109
-743
-5% -$110K 0.54% 50
2025
Q1 		$2.22M Sell
15,852
-31
-0.2% -$4.61K 0.61% 47
2024
Q4 		$2.29M Sell
15,883
-106
-0.7% -$15.1K 0.59% 50
2024
Q3 		$2.06M Buy
15,989
+147
+0.9% +$18.2K 0.52% 55
2024
Q2 		$1.85M Sell
15,842
-421
-3% -$48.5K 0.44% 64
2024
Q1 		$1.89M Buy
16,263
+166
+1% +$18K 0.43% 64
2023
Q4 		$1.75M Sell
16,097
-24
-0.1% -$2.3K 0.43% 59
2023
Q3 		$1.47M Buy
16,121
+421
+3% +$39.8K 0.4% 65
2023
Q2 		$1.42M Buy
15,700
+2,460
+19% +$220K 0.38% 72
2023
Q1 		$1.21M Buy
13,240
+2,028
+18% +$200K 0.35% 71
2022
Q4 		$1.08M Sell
11,212
-316
-3% -$30.3K 0.33% 71
2022
Q3 		$984K Sell
11,528
-615
-5% -$56.3K 0.34% 73
2022
Q2 		$1.02M Buy
12,143
+901
+8% +$81.1K 0.34% 69
2022
Q1 		$1.12M Buy
11,242
+704
+7% +$74.2K 0.31% 79
2021
Q4 		$1.16M Buy
10,538
+1,567
+17% +$174K 0.3% 75
2021
Q3 		$936K Buy
+8,971
New +$945K 0.26% 85
2020
Q2 		– Sell
-5,027
Closed -$257K – 151
2020
Q1 		$257K Buy
5,027
+692
+16% +$44.7K 0.13% 107
2019
Q4 		$296K Buy
+4,335
New +$285K 0.11% 117

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Great Diamond Partners's IAI Position: Q1 2026 in Review

Great Diamond Partners sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 15,093 shares — an estimated $2.71M sold.

Great Diamond Partners first reported a position in IAI in Q4 2019 and held it in 20 quarters. The position peaked at $2.71M in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Great Diamond Partners reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
  • Great Diamond Partners sold 15,093 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $2.71M.
  • Great Diamond Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2019 and held it in 20 quarters.
  • Great Diamond Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.71M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Great Diamond Partners's 13F filing for Q1 2026, filed 12 May 2026.