Janney Montgomery Scott
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Janney Montgomery Scott’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Janney Montgomery Scott’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 		$4.43M Buy
26,979
+1,804
+7% +$315K 0.01% 893
2025
Q4 		$4.52M Buy
25,175
+2,321
+10% +$408K 0.01% 942
2025
Q3 		$4.04M Sell
22,854
-4,993
-18% -$869K 0.01% 978
2025
Q2 		$4.71M Sell
27,847
-18,672
-40% -$2.76M 0.01% 837
2025
Q1 		$6.52M Sell
46,519
-718,896
-94% -$107M 0.02% 676
2024
Q4 		$110M Sell
765,415
-56,133
-7% -$8.01M 0.31% 62
2024
Q3 		$106M Buy
+821,548
New +$102M 0.29% 68
2022
Q2 		– Sell
-3,068
Closed -$306K – 2375
2022
Q1 		$306K Sell
3,068
-370
-11% -$39K ﹤0.01% 1874
2021
Q4 		$379K Hold
3,438
– – ﹤0.01% 1868
2021
Q3 		$359K Buy
3,438
+300
+10% +$31.6K ﹤0.01% 1861
2021
Q2 		$320K Sell
3,138
-24
-0.8% -$2.37K ﹤0.01% 1883
2021
Q1 		$291K Buy
3,162
+454
+17% +$40.3K ﹤0.01% 1870
2020
Q4 		$215K Buy
+2,708
New +$189K ﹤0.01% 2066
2020
Q1 		– Sell
-3,144
Closed -$215K – 1977
2019
Q4 		$215K Sell
3,144
-2,581
-45% -$170K ﹤0.01% 1890
2019
Q3 		$368K Sell
5,725
-709
-11% -$45.8K ﹤0.01% 1566
2019
Q2 		$406K Sell
6,434
-745
-10% -$46.5K ﹤0.01% 1544
2019
Q1 		$422K Sell
7,179
-4,304
-37% -$258K ﹤0.01% 1484
2018
Q4 		$643K Sell
11,483
-5,950
-34% -$356K 0.01% 1150
2018
Q3 		$1.08M Buy
17,433
+9,568
+122% +$622K 0.01% 981
2018
Q2 		$504K Buy
+7,865
New +$526K ﹤0.01% 1378
2016
Q1 		– Sell
-13,722
Closed -$570K – 1337
2015
Q4 		$570K Buy
13,722
+5,164
+60% +$214K 0.01% 761
2015
Q3 		$330K Buy
8,558
+3,166
+59% +$133K 0.01% 1021
2015
Q2 		$236K Buy
5,392
+683
+15% +$29.8K ﹤0.01% 1666
2015
Q1 		$202K Sell
4,709
-970
-17% -$40.4K ﹤0.01% 2091
2014
Q4 		$242K Buy
+5,679
New +$229K ﹤0.01% 1859

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

Janney Montgomery Scott's IAI Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 7.2% in Q1 2026, buying an estimated $315K and bringing the position to 26,979 shares worth $4.43M. The position accounts for 0.01% of the portfolio, ranked #893.

Janney Montgomery Scott first reported a position in IAI in Q4 2014 and has held it in 25 quarters since. The position peaked at $110M in Q4 2024. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Janney Montgomery Scott held 26,979 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $4.43M as of Q1 2026.
  • Janney Montgomery Scott bought 1,804 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $315K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #893 holding.
  • Janney Montgomery Scott first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2014 and has held it in 25 quarters since.
  • Janney Montgomery Scott's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $110M in Q4 2024.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.