HBW Advisory Services’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

HBW Advisory 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
2025 Q4	–	Sell	-1,405	Closed	-$249K	–	436
2025 Q3	$249K	Sell	1,405 -1,563	-53%	-$272K	0.03%	362
2025 Q2	$502K	Sell	2,968 -327	-10%	-$48.3K	0.06%	238
2025 Q1	$462K	Sell	3,295 -407	-11%	-$60.5K	0.07%	221
2024 Q4	$533K	Sell	3,702 -468	-11%	-$66.8K	0.05%	196
2024 Q3	$536K	Sell	4,170 -9,423	-69%	-$1.16M	0.08%	188
2024 Q2	$1.59M	Buy	+13,593	New	+$1.57M	0.26%	102
2021 Q4	–	Sell	-15,087	Closed	-$1.57M	–	268
2021 Q3	$1.57M	Buy	+15,087	New	+$1.59M	0.41%	70

Other funds holding IAI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

HBW Advisory Services's IAI Position: Q4 2025 in Review

HBW Advisory Services sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2025, closing a stake of 1,405 shares — an estimated $249K sold.

HBW Advisory Services first reported a position in IAI in Q3 2021 and held it in 7 quarters. The position peaked at $1.59M in Q2 2024. 191 funds tracked by Wall St. Rank hold IAI as of Q4 2025.

HBW Advisory Services reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2025 after selling out during the quarter.
HBW Advisory Services sold 1,405 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2025, an estimated $249K.
HBW Advisory Services first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2021 and held it in 7 quarters.
HBW Advisory Services's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.59M in Q2 2024.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2025.

Based on HBW Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.