Lido Advisors
IAI icon

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

Lido 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 		$696K Sell
3,972
-1,282
-24% -$228K ﹤0.01% 1290
2026
Q1 		$863K Sell
5,254
-2,204
-30% -$385K ﹤0.01% 1035
2025
Q4 		$1.33M Buy
7,458
+210
+3% +$36.9K ﹤0.01% 873
2025
Q3 		$1.28M Buy
7,248
+2,548
+54% +$444K ﹤0.01% 837
2025
Q2 		$795K Sell
4,700
-144
-3% -$21.3K ﹤0.01% 936
2025
Q1 		$679K Buy
+4,844
New +$720K ﹤0.01% 916

Other funds holding IAI

Fisher Asset Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lido Advisors's IAI Position: Q2 2026 in Review

Lido Advisors reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 24% in Q2 2026, selling an estimated $228K and leaving 3,972 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Lido Advisors first reported a position in IAI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.33M in Q4 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Lido Advisors held 3,972 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $696K as of Q2 2026.
  • Lido Advisors sold 1,282 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $228K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1290 holding.
  • Lido Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and has held it in 6 quarters since.
  • Lido Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.33M in Q4 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.