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

HHM 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	$13.5K	Hold	77	–	–	﹤0.01%	586
2026 Q1	$12.6K	Hold	77	–	–	﹤0.01%	595
2025 Q4	$13.8K	Hold	77	–	–	﹤0.01%	560
2025 Q3	$13.6K	Hold	77	–	–	﹤0.01%	580
2025 Q2	$13K	Hold	77	–	–	﹤0.01%	574
2025 Q1	$10.8K	Hold	77	–	–	﹤0.01%	579
2024 Q4	$11.1K	Hold	77	–	–	﹤0.01%	578
2024 Q3	$9.9K	Buy	+77	New	+$9.52K	﹤0.01%	564

Other funds holding IAI

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HHM Wealth Advisors's IAI Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 77 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

HHM Wealth Advisors first reported a position in IAI in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.8K in Q4 2025. 20 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

HHM Wealth Advisors held 77 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $13.5K as of Q2 2026.
HHM Wealth Advisors left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #586 holding.
HHM Wealth Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2024 and has held it in 8 quarters since.
HHM Wealth Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $13.8K in Q4 2025.
20 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

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