Hudson Value Partners’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Hudson Value Partners’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	–	Sell	-5,416	Closed	-$972K	–	108
2025 Q4	$972K	Buy	5,416 +67	+1%	+$11.8K	0.29%	68
2025 Q3	$946K	Buy	5,349 +903	+20%	+$157K	0.29%	69
2025 Q2	$752K	Sell	4,446 -44	-1%	-$6.5K	0.26%	70
2025 Q1	$629K	Buy	4,490 +621	+16%	+$92.4K	0.24%	76
2024 Q4	$558K	Buy	+3,869	New	+$552K	0.21%	74

Other funds holding IAI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Hudson Value Partners's IAI Position: Q1 2026 in Review

Hudson Value Partners sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 5,416 shares — an estimated $972K sold.

Hudson Value Partners first reported a position in IAI in Q4 2024 and held it in 5 quarters. The position peaked at $972K in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

Hudson Value Partners reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
Hudson Value Partners sold 5,416 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $972K.
Hudson Value Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and held it in 5 quarters.
Hudson Value Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $972K in Q4 2025.
172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Hudson Value Partners's 13F filing for Q1 2026, filed 14 Apr 2026.