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Harbour Investments’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Harbour Investments’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 		$20.9K Buy
127
+10
+9% +$1.75K ﹤0.01% 2865
2025
Q4 		$21K Hold
117
– – ﹤0.01% 2392
2025
Q3 		$20.7K Sell
117
-276
-70% -$48K ﹤0.01% 2320
2025
Q2 		$66.5K Hold
393
– – ﹤0.01% 1683
2025
Q1 		$55.1K Hold
393
– – ﹤0.01% 1712
2024
Q4 		$56.6K Buy
393
+1
+0.3% +$143 ﹤0.01% 1643
2024
Q3 		$50.4K Buy
392
+1
+0.3% +$124 ﹤0.01% 1648
2024
Q2 		$45.8K Sell
391
-250
-39% -$28.8K ﹤0.01% 1596
2024
Q1 		$74.4K Buy
641
+538
+522% +$58.5K ﹤0.01% 1338
2023
Q4 		$11.2K Buy
103
+73
+243% +$6.99K ﹤0.01% 2103
2023
Q3 		$2.73K Hold
30
– – ﹤0.01% 2472
2023
Q2 		$2.72K Hold
30
– – ﹤0.01% 2461
2023
Q1 		$2.75K Sell
30
-465
-94% -$45.8K ﹤0.01% 2474
2022
Q4 		$47.6K Buy
495
+465
+1,550% +$44.5K ﹤0.01% 1316
2022
Q3 		$3K Hold
30
– – ﹤0.01% 2323
2022
Q2 		$3K Buy
+30
New +$2.7K ﹤0.01% 2323
2021
Q4 		$48K Sell
435
-9,577
-96% -$1.06M ﹤0.01% 1285
2021
Q3 		$1.04M Buy
10,012
+7,388
+282% +$778K 0.03% 430
2021
Q2 		$268K Buy
2,624
+1,621
+162% +$160K 0.01% 908
2021
Q1 		$92K Buy
+1,003
New +$89K ﹤0.01% 1340

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
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

Harbour Investments's IAI Position: Q1 2026 in Review

Harbour Investments increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 8.5% in Q1 2026, buying an estimated $1.75K and bringing the position to 127 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2865.

Harbour Investments first reported a position in IAI in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.04M in Q3 2021. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Harbour Investments held 127 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $20.9K as of Q1 2026.
  • Harbour Investments bought 10 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $1.75K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2865 holding.
  • Harbour Investments first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.04M in Q3 2021.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.