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 Q2	$124K	Buy	+707	New	+$126K	﹤0.01%	1005
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

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

IFG Advisory's IAI Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 707 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IAI as recently as Q4 2025.

IFG Advisory first reported a position in IAI in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.38M in Q4 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

IFG Advisory held 707 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $124K as of Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF was a new IFG Advisory position in Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1005 holding.
IFG Advisory first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2022 and has held it in 11 quarters since.
IFG Advisory's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.38M in Q4 2025.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.