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

Kovack 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
2026 Q2	$398K	Sell	2,195 -2,387	-52%	-$425K	0.02%	698
2026 Q1	$755K	Buy	4,582 +2,276	+99%	+$398K	0.04%	462
2025 Q4	$414K	Buy	+2,306	New	+$405K	0.02%	655
2022 Q3	–	Sell	-2,829	Closed	-$238K	–	603
2022 Q2	$238K	Sell	2,829 -83	-3%	-$7.47K	0.03%	517
2022 Q1	$290K	Buy	2,912 +1,001	+52%	+$106K	0.03%	539
2021 Q4	$211K	Sell	1,911 -1,516	-44%	-$168K	0.02%	645
2021 Q3	$358K	Buy	3,427 +88	+3%	+$9.27K	0.04%	468
2021 Q2	$341K	Buy	+3,339	New	+$329K	0.04%	465

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

Kovack Advisors's IAI Position: Q2 2026 in Review

Kovack Advisors reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 52% in Q2 2026, selling an estimated $425K and leaving 2,195 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #698.

Kovack Advisors first reported a position in IAI in Q2 2021 and has held it in 8 quarters since. The position peaked at $755K in Q1 2026. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Kovack Advisors held 2,195 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $398K as of Q2 2026.
Kovack Advisors sold 2,387 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $425K.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #698 holding.
Kovack Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2021 and has held it in 8 quarters since.
Kovack Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $755K in Q1 2026.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.