Ignite Planners’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Ignite Planners’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
2025 Q2	–	Sell	-2,201	Closed	-$311K	–	362
2025 Q1	$311K	Buy	+2,201	New	+$327K	0.06%	264
2023 Q2	–	Sell	-4,973	Closed	-$444K	–	263
2023 Q1	$444K	Buy	4,973 +561	+13%	+$55.2K	0.18%	142
2022 Q4	$444K	Buy	+4,412	New	+$423K	0.19%	142

Other funds holding IAI

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

HIIFS

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Ignite Planners's IAI Position: Q2 2025 in Review

Ignite Planners sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2025, closing a stake of 2,201 shares — an estimated $311K sold.

Ignite Planners first reported a position in IAI in Q4 2022 and held it in 3 quarters. The position peaked at $444K in Q4 2022. 182 funds tracked by Wall St. Rank hold IAI as of Q2 2025.

Ignite Planners reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2025 after selling out during the quarter.
Ignite Planners sold 2,201 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2025, an estimated $311K.
Ignite Planners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2022 and held it in 3 quarters.
Ignite Planners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $444K in Q4 2022.
182 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2025.

Based on Ignite Planners's 13F filing for Q2 2025, filed 23 Jul 2025.