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

Kingswood Wealth Advisors’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
2025
Q4 		– Sell
-1,554
Closed -$275K – 886
2025
Q3 		$275K Buy
1,554
+144
+10% +$25.1K 0.02% 659
2025
Q2 		$238K Sell
1,410
-739
-34% -$109K 0.02% 645
2025
Q1 		$301K Sell
2,149
-762
-26% -$113K 0.03% 544
2024
Q4 		$419K Buy
+2,911
New +$415K 0.03% 498

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Kingswood Wealth Advisors's IAI Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2025, closing a stake of 1,554 shares — an estimated $275K sold.

Kingswood Wealth Advisors first reported a position in IAI in Q4 2024 and held it in 4 quarters. The position peaked at $419K in Q4 2024. 191 funds tracked by Wall St. Rank hold IAI as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,554 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2025, an estimated $275K.
  • Kingswood Wealth Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and held it in 4 quarters.
  • Kingswood Wealth Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $419K in Q4 2024.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.