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

Jackson 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	–	Sell	-6,565	Closed	-$1.08M	–	96
2026 Q1	$1.08M	Buy	6,565 +158	+2%	+$27.6K	0.11%	87
2025 Q4	$1.15M	Buy	6,407 +1,178	+23%	+$207K	0.11%	85
2025 Q3	$925K	Buy	5,229 +140	+3%	+$24.4K	0.09%	91
2025 Q2	$861K	Buy	5,089 +108	+2%	+$15.9K	0.09%	93
2025 Q1	$698K	Buy	4,981 +27	+0.5%	+$4.01K	0.08%	99
2024 Q4	$714K	Buy	+4,954	New	+$707K	0.08%	99
2023 Q1	–	Sell	-40,440	Closed	-$3.89M	–	150
2022 Q4	$3.89M	Buy	+40,440	New	+$3.87M	1.43%	26

Other funds holding IAI

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 New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jackson Wealth Management's IAI Position: Q2 2026 in Review

Jackson Wealth Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026, closing a stake of 6,565 shares — an estimated $1.08M sold.

Jackson Wealth Management first reported a position in IAI in Q4 2022 and held it in 7 quarters. The position peaked at $3.89M in Q4 2022. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Jackson Wealth Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2026 after selling out during the quarter.
Jackson Wealth Management sold 6,565 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $1.08M.
Jackson Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2022 and held it in 7 quarters.
Jackson Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.89M in Q4 2022.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.