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Harel Insurance Investments & Financial Services’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Harel Insurance Investments & Financial Services’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 		$8.45M Sell
48,200
-1,762,036
-97% -$314M 0.04% 112
2026
Q1 		$297M Buy
1,810,236
+631,500
+54% +$110M 2.02% 18
2025
Q4 		$211M Buy
1,178,736
+538,736
+84% +$94.6M 1.83% 19
2025
Q3 		$113M Hold
640,000
– – 1.02% 28
2025
Q2 		$108M Hold
640,000
– – 1.24% 22
2025
Q1 		$89.7M Buy
+640,000
New +$95.2M 1.17% 24

Other funds holding IAI

Fisher Asset Management
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IAI Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 97% in Q2 2026, selling an estimated $314M and leaving 48,200 shares worth $8.45M. The position accounts for 0.04% of the portfolio, ranked #112.

Harel Insurance Investments & Financial Services first reported a position in IAI in Q1 2025 and has held it in 6 quarters since. The position peaked at $297M in Q1 2026. 112 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 48,200 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $8.45M as of Q2 2026.
  • Harel Insurance Investments & Financial Services sold 1,762,036 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $314M.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.04% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #112 holding.
  • Harel Insurance Investments & Financial Services first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and has held it in 6 quarters since.
  • Harel Insurance Investments & Financial Services's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $297M in Q1 2026.
  • 112 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.