Ken Fisher
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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
Q2 		$104M Sell
594,695
-19,752
-3% -$3.52M 0.03% 171
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

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ken Fisher's IAI Position: Q2 2026 in Review

Ken Fisher reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 3.2% in Q2 2026, selling an estimated $3.52M and leaving 594,695 shares worth $104M. The position accounts for 0.03% of the portfolio, ranked #171.

Ken Fisher first reported a position in IAI in Q4 2020 and has held it in 23 quarters since. The position peaked at $116M in Q3 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Ken Fisher held 594,695 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $104M as of Q2 2026.
  • Ken Fisher sold 19,752 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $3.52M.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.03% of Ken Fisher's portfolio in Q2 2026, its #171 holding.
  • Ken Fisher first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2020 and has held it in 23 quarters since.
  • Ken Fisher's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $116M in Q3 2025.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.