IFG Advisory’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

IFG Advisory’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	-7,700	Closed	-$1.38M	–	572
2025 Q4	$1.38M	Buy	7,700 +420	+6%	+$73.8K	0.06%	309
2025 Q3	$1.29M	Buy	7,280 +179	+3%	+$31.2K	0.06%	313
2025 Q2	$1.2M	Buy	7,101 +5,615	+378%	+$829K	0.06%	302
2025 Q1	$208K	Sell	1,486 -403	-21%	-$59.9K	0.01%	649
2024 Q4	$272K	Buy	+1,889	New	+$270K	0.02%	555
2024 Q3	–	Sell	-1,791	Closed	-$209K	–	484
2024 Q2	$209K	Buy	+1,791	New	+$206K	0.01%	586
2024 Q1	–	Sell	-2,179	Closed	-$236K	–	458
2023 Q4	$236K	Buy	+2,179	New	+$208K	0.02%	525
2023 Q1	–	Sell	-2,088	Closed	-$200K	–	513
2022 Q4	$200K	Sell	2,088 -644	-24%	-$61.7K	0.02%	469
2022 Q3	$233K	Buy	+2,732	New	+$250K	0.02%	463
2022 Q2	–	Sell	-3,862	Closed	-$385K	–	490
2022 Q1	$385K	Buy	+3,862	New	+$407K	0.04%	350

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

IFG Advisory's IAI Position: Q1 2026 in Review

IFG Advisory sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 7,700 shares — an estimated $1.38M sold.

IFG Advisory first reported a position in IAI in Q1 2022 and held it in 10 quarters. The position peaked at $1.38M in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

IFG Advisory reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 7,700 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $1.38M.
IFG Advisory first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2022 and held it in 10 quarters.
IFG Advisory's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.38M in Q4 2025.
172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.