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

IFP 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 		$92.2K Hold
526
– – ﹤0.01% 2034
2026
Q1 		$86.4K Sell
526
-34,369
-98% -$6.01M ﹤0.01% 1936
2025
Q4 		$6.26M Buy
34,895
+1,398
+4% +$245K 0.14% 152
2025
Q3 		$5.92M Buy
33,497
+33,234
+12,637% +$5.79M 0.15% 141
2025
Q2 		$44.4K Buy
263
+74
+39% +$10.9K ﹤0.01% 2105
2025
Q1 		$26.5K Hold
189
– – ﹤0.01% 2174
2024
Q4 		$27.2K Sell
189
-17
-8% -$2.43K ﹤0.01% 2108
2024
Q3 		$26.5K Hold
206
– – ﹤0.01% 2032
2024
Q2 		$24.1K Sell
206
-45
-18% -$5.19K ﹤0.01% 2000
2024
Q1 		$29.1K Sell
251
-46
-15% -$5K ﹤0.01% 1804
2023
Q4 		$32.2K Buy
297
+259
+682% +$24.8K ﹤0.01% 1728
2023
Q3 		$3.46K Buy
38
+13
+52% +$1.23K ﹤0.01% 2648
2023
Q2 		$4.63K Sell
25
-195
-89% -$17.5K ﹤0.01% 2571
2023
Q1 		$14.8K Sell
220
-1,532
-87% -$151K ﹤0.01% 2140
2022
Q4 		$119K Buy
1,752
+688
+65% +$65.9K ﹤0.01% 1651
2022
Q3 		$72K Buy
1,064
+234
+28% +$21.4K ﹤0.01% 2097
2022
Q2 		$56K Hold
830
– – ﹤0.01% 2080
2022
Q1 		$56K Buy
+830
New +$87.5K ﹤0.01% 2080
2019
Q1 		$3K Sell
58
-1,320
-96% -$79.2K ﹤0.01% 2007
2018
Q4 		$76K Sell
1,378
-716
-34% -$42.9K ﹤0.01% 1351
2018
Q3 		$130K Sell
2,094
-2,031
-49% -$132K 0.01% 1320
2018
Q2 		$264K Sell
4,125
-760
-16% -$50.8K 0.01% 927
2018
Q1 		$307K Hold
4,885
– – 0.01% 811
2017
Q4 		$307K Sell
4,885
-1,601
-25% -$95.6K 0.01% 812
2017
Q3 		$371K Buy
6,486
+419
+7% +$22.7K 0.01% 820
2017
Q2 		$323K Sell
6,067
-3,293
-35% -$168K 0.01% 874
2017
Q1 		$480K Buy
9,360
+355
+4% +$18.4K 0.02% 700
2016
Q4 		$446K Buy
9,005
+7,780
+635% +$357K 0.02% 667
2016
Q3 		$51K Sell
1,225
-256
-17% -$10.2K ﹤0.01% 1802
2016
Q2 		$53K Buy
1,481
+1,423
+2,453% +$53.5K ﹤0.01% 1728
2016
Q1 		$3K Sell
58
-362
-86% -$13.1K ﹤0.01% 2004
2015
Q4 		$17K Buy
+420
New +$17.4K ﹤0.01% 2259

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFP Advisors's IAI Position: Q2 2026 in Review

IFP Advisors held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 526 shares worth $92.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

IFP Advisors first reported a position in IAI in Q4 2015 and has held it in 32 quarters since. The position peaked at $6.26M in Q4 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • IFP Advisors held 526 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $92.2K as of Q2 2026.
  • IFP 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 IFP Advisors's portfolio in Q2 2026, its #2034 holding.
  • IFP Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2015 and has held it in 32 quarters since.
  • IFP Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $6.26M in Q4 2025.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.