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

KKM Financial’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	-1,153	Closed	-$207K	–	178
2026 Q1	$207K	Hold	1,153	–	–	0.04%	165
2025 Q4	$207K	Buy	+1,153	New	+$202K	0.04%	165
2025 Q3	–	Sell	-1,479	Closed	-$250K	–	147
2025 Q2	$250K	Sell	1,479 -523	-26%	-$77.2K	0.09%	141
2025 Q1	$281K	Buy	2,002 +52	+3%	+$7.73K	0.12%	121
2024 Q4	$281K	Buy	+1,950	New	+$278K	0.12%	128

Other funds holding IAI

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 New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KKM Financial's IAI Position: Q2 2026 in Review

KKM Financial sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026, closing a stake of 1,153 shares — an estimated $207K sold.

KKM Financial first reported a position in IAI in Q4 2024 and held it in 5 quarters. The position peaked at $281K in Q4 2024. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

KKM Financial reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2026 after selling out during the quarter.
KKM Financial sold 1,153 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $207K.
KKM Financial first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and held it in 5 quarters.
KKM Financial's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $281K in Q4 2024.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.