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

Halbert Hargrove Global 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
2026 Q2	$13K	Hold	74	–	–	﹤0.01%	292
2026 Q1	$12.2K	Hold	74	–	–	﹤0.01%	276
2025 Q4	$13.3K	Hold	74	–	–	﹤0.01%	277
2025 Q3	$13.1K	Hold	74	–	–	﹤0.01%	294
2025 Q2	$12.5K	Hold	74	–	–	﹤0.01%	214
2025 Q1	$10.4K	Hold	74	–	–	﹤0.01%	243
2024 Q4	$10.7K	Buy	+74	New	+$10.6K	﹤0.01%	220

Other funds holding IAI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Halbert Hargrove Global Advisors's IAI Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 74 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Halbert Hargrove Global Advisors first reported a position in IAI in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.3K in Q4 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Halbert Hargrove Global Advisors held 74 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $13K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #292 holding.
Halbert Hargrove Global Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $13.3K in Q4 2025.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.