Lee Johnson Capital Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Lee Johnson Capital Management’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	–	Sell	-9,954	Closed	-$1.79M	–	95
2025 Q4	$1.79M	Sell	9,954 -560	-5%	-$98.3K	0.61%	39
2025 Q3	$1.86M	Buy	10,514 +62	+0.6%	+$10.8K	0.62%	42
2025 Q2	$1.77M	Buy	+10,452	New	+$1.54M	0.61%	27

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

Lee Johnson Capital Management's IAI Position: Q1 2026 in Review

Lee Johnson Capital Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 9,954 shares — an estimated $1.79M sold.

Lee Johnson Capital Management first reported a position in IAI in Q2 2025 and held it in 3 quarters. The position peaked at $1.86M in Q3 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

Lee Johnson Capital Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
Lee Johnson Capital Management sold 9,954 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $1.79M.
Lee Johnson Capital Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2025 and held it in 3 quarters.
Lee Johnson Capital Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.86M in Q3 2025.
172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.