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Kingsview Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Kingsview Wealth Management’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 		$386K Buy
+2,353
New +$411K 0.01% 982
2024
Q2 		– Sell
-22,883
Closed -$2.65M – 1075
2024
Q1 		$2.65M Buy
22,883
+11,498
+101% +$1.25M 0.07% 268
2023
Q4 		$1.24M Buy
+11,385
New +$1.09M 0.04% 406
2023
Q2 		– Sell
-15,898
Closed -$1.46M – 937
2023
Q1 		$1.46M Buy
+15,898
New +$1.56M 0.06% 303

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

Kingsview Wealth Management's IAI Position: Q1 2026 in Review

Kingsview Wealth Management opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026: 2,353 shares worth $386K. The stake represents 0.01% of the portfolio and ranks #982 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in IAI as recently as Q1 2024.

Kingsview Wealth Management first reported a position in IAI in Q1 2023 and has held it in 4 quarters since. The position peaked at $2.65M in Q1 2024. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Kingsview Wealth Management held 2,353 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $386K as of Q1 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Kingsview Wealth Management position in Q1 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #982 holding.
  • Kingsview Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2023 and has held it in 4 quarters since.
  • Kingsview Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.65M in Q1 2024.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.