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

MAI 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 Q2	–	Sell	-118	Closed	-$19.4K	–	3285
2026 Q1	$19.4K	Buy	118 +101	+594%	+$17.7K	﹤0.01%	2810
2025 Q4	$3.05K	Sell	17 -10	-37%	-$1.76K	﹤0.01%	3302
2025 Q3	$4.78K	Buy	27 +10	+59%	+$1.74K	﹤0.01%	3033
2025 Q2	$2.88K	Hold	17	–	–	﹤0.01%	3293
2025 Q1	$2.38K	Hold	17	–	–	﹤0.01%	2940
2024 Q4	$2.45K	Buy	+17	New	+$2.43K	﹤0.01%	2982

Other funds holding IAI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAI Capital Management's IAI Position: Q2 2026 in Review

MAI Capital Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026, closing a stake of 118 shares — an estimated $19.4K sold.

MAI Capital Management first reported a position in IAI in Q4 2024 and held it in 6 quarters. The position peaked at $19.4K in Q1 2026. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

MAI Capital Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 118 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $19.4K.
MAI Capital Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $19.4K in Q1 2026.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.