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

Integrity 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
Q1 		$1.19M Buy
7,269
+1,080
+17% +$189K 0.05% 269
2025
Q4 		$1.11M Buy
6,189
+1,011
+20% +$178K 0.04% 291
2025
Q3 		$916K Buy
+5,178
New +$901K 0.04% 271
2025
Q2 		– Sell
-6,134
Closed -$859K – 566
2025
Q1 		$859K Buy
+6,134
New +$912K 0.03% 306

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Integrity Alliance's IAI Position: Q1 2026 in Review

Integrity Alliance increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 17% in Q1 2026, buying an estimated $189K and bringing the position to 7,269 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #269.

Integrity Alliance first reported a position in IAI in Q1 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Integrity Alliance held 7,269 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $1.19M as of Q1 2026.
  • Integrity Alliance bought 1,080 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $189K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.05% of Integrity Alliance's portfolio in Q1 2026, its #269 holding.
  • Integrity Alliance first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.