Hazlett, Burt & Watson’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Hazlett, Burt & Watson’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	$22K	Buy	128 +1	+0.8%	+$178	0.01%	587
2026 Q1	$21K	Hold	127	–	–	0.01%	573
2025 Q4	$23K	Buy	127 +1	+0.8%	+$176	0.01%	578
2025 Q3	$22K	Hold	126	–	–	0.01%	545
2025 Q2	$21K	Hold	126	–	–	0.01%	494
2025 Q1	$18K	Sell	126 -10	-7%	-$1.49K	0.01%	507
2024 Q4	$20K	Buy	+136	New	+$19.4K	0.01%	468

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

Hazlett, Burt & Watson's IAI Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 0.79% in Q2 2026, buying an estimated $178 and bringing the position to 128 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #587.

Hazlett, Burt & Watson first reported a position in IAI in Q4 2024 and has held it in 7 quarters since. The position peaked at $23K in Q4 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Hazlett, Burt & Watson held 128 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $22K as of Q2 2026.
Hazlett, Burt & Watson bought 1 iShares US Broker-Dealers & Securities Exchanges ETF share in Q2 2026, an estimated $178.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #587 holding.
Hazlett, Burt & Watson first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 7 quarters since.
Hazlett, Burt & Watson's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $23K in Q4 2025.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.