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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

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LPL Financial
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Morgan Stanley
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Wells Fargo
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return