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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
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

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

KKM Financial's IAI Position: Q1 2026 in Review

KKM Financial held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q1 2026 at 1,153 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #165.

KKM Financial first reported a position in IAI in Q4 2024 and has held it in 5 quarters since. The position peaked at $281K in Q4 2024. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • KKM Financial held 1,153 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $207K as of Q1 2026.
  • KKM Financial left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q1 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.04% of KKM Financial's portfolio in Q1 2026, its #165 holding.
  • KKM Financial first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 5 quarters since.
  • KKM Financial's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $281K in Q4 2024.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.