Heritage Oak Wealth Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Heritage Oak Wealth Advisors’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	$2.73M	Sell	15,573 -458	-3%	-$81.6K	0.8%	15
2026 Q1	$2.63M	Buy	16,031 +1,418	+10%	+$248K	0.84%	15
2025 Q4	$2.62M	Sell	14,613 -9	-0.1%	-$1.58K	0.97%	16
2025 Q3	$2.59M	Sell	14,622 -310	-2%	-$54K	0.94%	20
2025 Q2	$2.53M	Buy	14,932 +64	+0.4%	+$9.45K	0.98%	19
2025 Q1	$2.08M	Buy	+14,868	New	+$2.21M	0.92%	21

Other funds holding IAI

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Heritage Oak Wealth Advisors's IAI Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 2.9% in Q2 2026, selling an estimated $81.6K and leaving 15,573 shares worth $2.73M. The position accounts for 0.8% of the portfolio, ranked #15.

Heritage Oak Wealth Advisors first reported a position in IAI in Q1 2025 and has held it in 6 quarters since. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Heritage Oak Wealth Advisors held 15,573 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $2.73M as of Q2 2026.
Heritage Oak Wealth Advisors sold 458 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $81.6K.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.8% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Heritage Oak Wealth Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and has held it in 6 quarters since.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.