Independent Financial Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Independent Financial Group’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
2023 Q2	–	Sell	-2,668	Closed	-$244K	–	897
2023 Q1	$244K	Buy	2,668 +64	+2%	+$6.3K	0.02%	700
2022 Q4	$250K	Buy	2,604 +123	+5%	+$11.8K	0.02%	629
2022 Q3	$212K	Buy	2,481 +90	+4%	+$8.23K	0.02%	651
2022 Q2	$201K	Buy	2,391 +78	+3%	+$7.02K	0.02%	641
2022 Q1	$231K	Buy	2,313 +29	+1%	+$3.06K	0.02%	699
2021 Q4	$252K	Sell	2,284 -61	-3%	-$6.77K	0.02%	655
2021 Q3	$245K	Buy	2,345 +95	+4%	+$10K	0.03%	599
2021 Q2	$230K	Buy	+2,250	New	+$222K	0.02%	619

Other funds holding IAI

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Independent Financial Group's IAI Position: Q2 2023 in Review

Independent Financial Group sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2023, closing a stake of 2,668 shares — an estimated $244K sold.

Independent Financial Group first reported a position in IAI in Q2 2021 and held it in 8 quarters. The position peaked at $252K in Q4 2021. 84 funds tracked by Wall St. Rank hold IAI as of Q2 2023.

Independent Financial Group reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2023 after selling out during the quarter.
Independent Financial Group sold 2,668 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2023, an estimated $244K.
Independent Financial Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2021 and held it in 8 quarters.
Independent Financial Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $252K in Q4 2021.
84 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2023.

Based on Independent Financial Group's 13F filing for Q2 2023, filed 12 Jun 2026.