LPL Financial’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.9M | Sell |
118,978
-21,601
| -15% | -$3.85M | ﹤0.01% | 1543 |
|
|
2026
Q1 | $23.1M | Sell |
140,579
-306,303
| -69% | -$53.6M | 0.01% | 1365 |
|
|
2025
Q4 | $80.2M | Buy |
446,882
+17,702
| +4% | +$3.11M | 0.02% | 648 |
|
|
2025
Q3 | $75.9M | Buy |
429,180
+55,017
| +15% | +$9.58M | 0.02% | 646 |
|
|
2025
Q2 | $63.3M | Buy |
374,163
+263,082
| +237% | +$38.8M | 0.02% | 658 |
|
|
2025
Q1 | $15.6M | Sell |
111,081
-91,857
| -45% | -$13.7M | 0.01% | 1318 |
|
|
2024
Q4 | $29.2M | Buy |
202,938
+61,864
| +44% | +$8.83M | 0.01% | 889 |
|
|
2024
Q3 | $18.1M | Buy |
141,074
+5,332
| +4% | +$659K | 0.01% | 1099 |
|
|
2024
Q2 | $15.9M | Buy |
135,742
+105,198
| +344% | +$12.1M | 0.01% | 1080 |
|
|
2024
Q1 | $3.54M | Sell |
30,544
-8,476
| -22% | -$921K | ﹤0.01% | 2055 |
|
|
2023
Q4 | $4.23M | Sell |
39,020
-4,607
| -11% | -$441K | ﹤0.01% | 1799 |
|
|
2023
Q3 | $3.97M | Buy |
43,627
+4,216
| +11% | +$399K | ﹤0.01% | 1730 |
|
|
2023
Q2 | $3.58M | Sell |
39,411
-2,184
| -5% | -$196K | ﹤0.01% | 1791 |
|
|
2023
Q1 | $3.81M | Sell |
41,595
-7,574
| -15% | -$745K | ﹤0.01% | 1679 |
|
|
2022
Q4 | $4.73M | Sell |
49,169
-6,411
| -12% | -$614K | ﹤0.01% | 1491 |
|
|
2022
Q3 | $4.75M | Sell |
55,580
-2,106
| -4% | -$193K | ﹤0.01% | 1415 |
|
|
2022
Q2 | $4.84M | Sell |
57,686
-19,507
| -25% | -$1.75M | ﹤0.01% | 1421 |
|
|
2022
Q1 | $7.71M | Buy |
77,193
+13,938
| +22% | +$1.47M | 0.01% | 1148 |
|
|
2021
Q4 | $6.97M | Sell |
63,255
-78,814
| -55% | -$8.75M | 0.01% | 1234 |
|
|
2021
Q3 | $14.8M | Buy |
142,069
+84,071
| +145% | +$8.85M | 0.01% | 754 |
|
|
2021
Q2 | $5.92M | Sell |
57,998
-57,427
| -50% | -$5.67M | 0.01% | 1223 |
|
|
2021
Q1 | $10.6M | Buy |
115,425
+91,259
| +378% | +$8.1M | 0.01% | 803 |
|
|
2020
Q4 | $1.92M | Sell |
24,166
-5,793
| -19% | -$405K | ﹤0.01% | 1697 |
|
|
2020
Q3 | $1.86M | Sell |
29,959
-4,051
| -12% | -$253K | ﹤0.01% | 1507 |
|
|
2020
Q2 | $2.04M | Sell |
34,010
-11,337
| -25% | -$664K | ﹤0.01% | 1342 |
|
|
2020
Q1 | $2.32M | Sell |
45,347
-3,137
| -6% | -$203K | 0.01% | 1102 |
|
|
2019
Q4 | $3.32M | Sell |
48,484
-2,515
| -5% | -$166K | 0.01% | 1049 |
|
|
2019
Q3 | $3.28M | Buy |
50,999
+969
| +2% | +$62.5K | 0.01% | 976 |
|
|
2019
Q2 | $3.16M | Sell |
50,030
-1,896
| -4% | -$118K | 0.01% | 992 |
|
|
2019
Q1 | $3.05M | Sell |
51,926
-4,501
| -8% | -$270K | 0.01% | 961 |
|
|
2018
Q4 | $3.16M | Sell |
56,427
-21,358
| -27% | -$1.28M | 0.01% | 884 |
|
|
2018
Q3 | $4.84M | Sell |
77,785
-32,813
| -30% | -$2.13M | 0.01% | 754 |
|
|
2018
Q2 | $7.09M | Sell |
110,598
-88
| -0.1% | -$5.88K | 0.02% | 580 |
|
|
2018
Q1 | $7.24M | Buy |
110,686
+2,458
| +2% | +$162K | 0.02% | 548 |
|
|
2017
Q4 | $6.79M | Buy |
108,228
+49,728
| +85% | +$2.97M | 0.02% | 542 |
|
|
2017
Q3 | $3.34M | Buy |
58,500
+7,762
| +15% | +$421K | 0.01% | 754 |
|
|
2017
Q2 | $2.7M | Sell |
50,738
-7,244
| -12% | -$370K | 0.01% | 787 |
|
|
2017
Q1 | $2.95M | Sell |
57,982
-74,003
| -56% | -$3.84M | 0.02% | 644 |
|
|
2016
Q4 | $6.58M | Buy |
131,985
+93,882
| +246% | +$4.3M | 0.05% | 329 |
|
|
2016
Q3 | $1.58M | Buy |
+38,103
| New | +$1.52M | 0.02% | 892 |
|
|
2016
Q2 | – | Sell |
-17,000
| Closed | -$622K | – | 2780 |
|
|
2016
Q1 | $622K | Sell |
17,000
-29,594
| -64% | -$1.07M | ﹤0.01% | 2009 |
|
|
2015
Q4 | $1.88M | Buy |
46,594
+20,581
| +79% | +$851K | 0.01% | 1217 |
|
|
2015
Q3 | $1.02M | Sell |
26,013
-17,079
| -40% | -$718K | 0.01% | 1231 |
|
|
2015
Q2 | $1.89M | Buy |
43,092
+27,010
| +168% | +$1.18M | 0.01% | 933 |
|
|
2015
Q1 | $688K | Sell |
16,082
-9,680
| -38% | -$403K | ﹤0.01% | 1623 |
|
|
2014
Q4 | $1.1M | Sell |
25,762
-3,722
| -13% | -$150K | 0.01% | 1237 |
|
|
2014
Q3 | $1.14M | Buy |
29,484
+3,330
| +13% | +$128K | 0.01% | 1181 |
|
|
2014
Q2 | $985K | Sell |
26,154
-83,734
| -76% | -$3.1M | 0.01% | 1330 |
|
|
2014
Q1 | $4.24M | Buy |
109,888
+125
| +0.1% | +$4.79K | 0.03% | 500 |
|
|
2013
Q4 | $4.24M | Sell |
109,763
-12,921
| -11% | -$462K | 0.03% | 491 |
|
|
2013
Q3 | $4.1M | Buy |
122,684
+87,746
| +251% | +$2.83M | 0.03% | 478 |
|
|
2013
Q2 | $1.07M | Buy |
+34,938
| New | +$1.01M | 0.01% | 1082 |
|
Other funds holding IAI
MIH
PF
KHLMVGHM
LPL Financial's IAI Position: Q2 2026 in Review
LPL Financial reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 15% in Q2 2026, selling an estimated $3.85M and leaving 118,978 shares worth $20.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1543.
LPL Financial first reported a position in IAI in Q2 2013 and has held it in 52 quarters since. The position peaked at $80.2M in Q4 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.
- LPL Financial held 118,978 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $20.9M as of Q2 2026.
- LPL Financial sold 21,601 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $3.85M.
- iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1543 holding.
- LPL Financial first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $80.2M in Q4 2025.
- 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.