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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
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

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Heritage Oak Wealth Advisors's IAI Position: Q1 2026 in Review

Heritage Oak Wealth Advisors increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 9.7% in Q1 2026, buying an estimated $248K and bringing the position to 16,031 shares worth $2.63M. The position accounts for 0.84% of the portfolio, ranked #15.

Heritage Oak Wealth Advisors first reported a position in IAI in Q1 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Heritage Oak Wealth Advisors held 16,031 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $2.63M as of Q1 2026.
  • Heritage Oak Wealth Advisors bought 1,418 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $248K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.84% of Heritage Oak Wealth Advisors's portfolio in Q1 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 5 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.