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International Assets Investment Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

International Assets Investment 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 		$10.9K Hold
60
– – ﹤0.01% 1783
2026
Q1 		$9.95K Hold
60
– – ﹤0.01% 1687
2025
Q4 		$10.8K Buy
+60
New +$10.5K ﹤0.01% 1640
2024
Q4 		– Sell
-13,801
Closed -$107 – 1286
2024
Q3 		$107 Buy
13,801
+13,691
+12,446% +$1.69M ﹤0.01% 1628
2024
Q2 		$12.9K Buy
+110
New +$12.7K ﹤0.01% 1590
2021
Q2 		– Sell
-60
Closed -$5K – 1108
2021
Q1 		$5K Hold
60
– – ﹤0.01% 1782
2020
Q4 		$5K Buy
+60
New +$4.2K ﹤0.01% 1632

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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

International Assets Investment Management's IAI Position: Q2 2026 in Review

International Assets Investment Management held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 60 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

International Assets Investment Management first reported a position in IAI in Q4 2020 and has held it in 7 quarters since. The position peaked at $12.9K in Q2 2024. 140 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • International Assets Investment Management held 60 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $10.9K as of Q2 2026.
  • International Assets Investment Management left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1783 holding.
  • International Assets Investment Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2020 and has held it in 7 quarters since.
  • International Assets Investment Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $12.9K in Q2 2024.
  • 140 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.