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Kesler Norman & Wride’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Kesler Norman & Wride’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
-2,856
Closed -$469K – 278
2026
Q1 		$469K Sell
2,856
-27
-0.9% -$4.72K 0.08% 190
2025
Q4 		$517K Sell
2,883
-112
-4% -$19.7K 0.09% 188
2025
Q3 		$432K Buy
2,995
+50
+2% +$8.7K 0.08% 181
2025
Q2 		$498K Buy
2,945
+101
+4% +$14.9K 0.09% 182
2025
Q1 		$398K Sell
2,844
-151
-5% -$22.5K 0.08% 183
2024
Q4 		$432K Buy
2,995
+7
+0.2% +$999 0.09% 176
2024
Q3 		$384K Buy
+2,988
New +$369K 0.08% 195

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
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

Kesler Norman & Wride's IAI Position: Q2 2026 in Review

Kesler Norman & Wride sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026, closing a stake of 2,856 shares — an estimated $469K sold.

Kesler Norman & Wride first reported a position in IAI in Q3 2024 and held it in 7 quarters. The position peaked at $517K in Q4 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Kesler Norman & Wride reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2026 after selling out during the quarter.
  • Kesler Norman & Wride sold 2,856 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $469K.
  • Kesler Norman & Wride first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2024 and held it in 7 quarters.
  • Kesler Norman & Wride's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $517K in Q4 2025.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.