IAA
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Independent Advisor Alliance’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Independent Advisor Alliance’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 		– Sell
-1,907
Closed -$313K – 1315
2026
Q1 		$313K Buy
+1,907
New +$333K ﹤0.01% 1304
2020
Q1 		– Sell
-6,106
Closed -$418K – 598
2019
Q4 		$418K Buy
+6,106
New +$402K 0.02% 576

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

Independent Advisor Alliance's IAI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026, closing a stake of 1,907 shares — an estimated $313K sold.

Independent Advisor Alliance first reported a position in IAI in Q4 2019 and held it in 2 quarters. The position peaked at $418K in Q4 2019. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,907 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $313K.
  • Independent Advisor Alliance first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $418K in Q4 2019.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.