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

Harrell Investment 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
2025
Q1 		– Sell
-27,001
Closed -$3.89M – 99
2024
Q4 		$3.89M Sell
27,001
-2,117
-7% -$302K 1.09% 32
2024
Q3 		$3.74M Buy
29,118
+2,791
+11% +$345K 1.06% 37
2024
Q2 		$3.08M Buy
+26,327
New +$3.03M 0.9% 45

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harrell Investment Partners's IAI Position: Q1 2025 in Review

Harrell Investment Partners sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2025, closing a stake of 27,001 shares — an estimated $3.89M sold.

Harrell Investment Partners first reported a position in IAI in Q2 2024 and held it in 3 quarters. The position peaked at $3.89M in Q4 2024. 178 funds tracked by Wall St. Rank hold IAI as of Q1 2025.

  • Harrell Investment Partners reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2025 after selling out during the quarter.
  • Harrell Investment Partners sold 27,001 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2025, an estimated $3.89M.
  • Harrell Investment Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2024 and held it in 3 quarters.
  • Harrell Investment Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.89M in Q4 2024.
  • 178 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2025.

Based on Harrell Investment Partners's 13F filing for Q1 2025, filed 21 Apr 2025.