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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
Q2 		$372K Sell
2,120
-233
-10% -$41.5K ﹤0.01% 1095
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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

Kingsview Wealth Management's IAI Position: Q2 2026 in Review

Kingsview Wealth Management reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 9.9% in Q2 2026, selling an estimated $41.5K and leaving 2,120 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Kingsview Wealth Management first reported a position in IAI in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.65M in Q1 2024. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Kingsview Wealth Management held 2,120 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $372K as of Q2 2026.
  • Kingsview Wealth Management sold 233 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $41.5K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1095 holding.
  • Kingsview Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2023 and has held it in 5 quarters since.
  • Kingsview Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.65M in Q1 2024.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.