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Key Financial Inc’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Key Financial Inc’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
-16
Closed -$2.63K – 1397
2026
Q1 		$2.63K Buy
+16
New +$2.8K ﹤0.01% 1140

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

Key Financial Inc's IAI Position: Q2 2026 in Review

Key Financial Inc sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026, closing a stake of 16 shares — an estimated $2.63K sold.

Key Financial Inc first reported a position in IAI in Q1 2026 and held it in 1 quarter. The position peaked at $2.63K in Q1 2026. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Key Financial Inc reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 16 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $2.63K.
  • Key Financial Inc first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2026 and held it in 1 quarter.
  • Key Financial Inc's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.63K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.