Ken Fisher
IAI icon

Ken Fisher’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Ken Fisher’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 		$101M Sell
614,447
-21,040
-3% -$3.68M 0.03% 165
2025
Q4 		$114M Sell
635,487
-22,030
-3% -$3.87M 0.04% 157
2025
Q3 		$116M Sell
657,517
-26,536
-4% -$4.62M 0.04% 157
2025
Q2 		$116M Sell
684,053
-26,147
-4% -$3.86M 0.05% 149
2025
Q1 		$99.5M Sell
710,200
-35,756
-5% -$5.32M 0.04% 157
2024
Q4 		$107M Sell
745,956
-32,844
-4% -$4.69M 0.04% 159
2024
Q3 		$100M Sell
778,800
-24,657
-3% -$3.05M 0.04% 159
2024
Q2 		$93.9M Sell
803,457
-40,109
-5% -$4.62M 0.04% 167
2024
Q1 		$97.9M Sell
843,566
-26,592
-3% -$2.89M 0.05% 169
2023
Q4 		$94.4M Sell
870,158
-23,280
-3% -$2.23M 0.05% 170
2023
Q3 		$81.3M Buy
893,438
+5,182
+0.6% +$490K 0.05% 203
2023
Q2 		$80.6M Buy
888,256
+56,900
+7% +$5.1M 0.04% 213
2023
Q1 		$76.2M Buy
831,356
+826,392
+16,648% +$81.3M 0.05% 215
2022
Q4 		$477K Sell
4,964
-1,644
-25% -$157K ﹤0.01% 842
2022
Q3 		$564K Buy
6,608
+1,682
+34% +$154K ﹤0.01% 735
2022
Q2 		$414K Buy
4,926
+71
+1% +$6.39K ﹤0.01% 750
2022
Q1 		$485K Buy
4,855
+161
+3% +$17K ﹤0.01% 737
2021
Q4 		$517K Buy
4,694
+1,087
+30% +$121K ﹤0.01% 757
2021
Q3 		$377K Buy
3,607
+666
+23% +$70.1K ﹤0.01% 769
2021
Q2 		$300K Sell
2,941
-129
-4% -$12.7K ﹤0.01% 803
2021
Q1 		$283K Hold
3,070
– – ﹤0.01% 799
2020
Q4 		$244K Buy
+3,070
New +$215K ﹤0.01% 838

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ken Fisher's IAI Position: Q1 2026 in Review

Ken Fisher reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 3.3% in Q1 2026, selling an estimated $3.68M and leaving 614,447 shares worth $101M. The position accounts for 0.03% of the portfolio, ranked #165.

Ken Fisher first reported a position in IAI in Q4 2020 and has held it in 22 quarters since. The position peaked at $116M in Q3 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Ken Fisher held 614,447 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $101M as of Q1 2026.
  • Ken Fisher sold 21,040 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $3.68M.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.03% of Ken Fisher's portfolio in Q1 2026, its #165 holding.
  • Ken Fisher first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2020 and has held it in 22 quarters since.
  • Ken Fisher's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $116M in Q3 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.