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

Guerra 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	$2.42M	Buy	+13,675	New	+$2.38M	0.89%	36

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

Guerra Advisors's IAI Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2025: 13,675 shares worth $2.42M. The stake represents 0.89% of the portfolio and ranks #36 among its holdings.

184 funds tracked by Wall St. Rank hold IAI as of Q3 2025.

Guerra Advisors held 13,675 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $2.42M as of Q3 2025.
iShares US Broker-Dealers & Securities Exchanges ETF was a new Guerra Advisors position in Q3 2025.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.89% of Guerra Advisors's portfolio in Q3 2025, its #36 holding.
184 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.