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 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Kovack Advisors's IAI Position: Q1 2026 in Review

Kovack Advisors increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 99% in Q1 2026, buying an estimated $398K and bringing the position to 4,582 shares worth $755K. The position accounts for 0.04% of the portfolio, ranked #462.

Kovack Advisors first reported a position in IAI in Q2 2021 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

Kovack Advisors held 4,582 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $755K as of Q1 2026.
Kovack Advisors bought 2,276 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $398K.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.04% of Kovack Advisors's portfolio in Q1 2026, its #462 holding.
Kovack Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2021 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.