IFWM
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Institute for Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Institute for Wealth Management’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 		$15.6K Buy
+89
New +$15.9K ﹤0.01% 1202

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Institute for Wealth Management's IAI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 89 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #1202 among its holdings.

112 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Institute for Wealth Management held 89 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $15.6K as of Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1202 holding.
  • 112 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.