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Marcum Wealth’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Marcum Wealth’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
2025
Q1 		– Sell
-2,504
Closed -$361K – 416
2024
Q4 		$361K Sell
2,504
-193
-7% -$27.5K 0.03% 245
2024
Q3 		$347K Sell
2,697
-65
-2% -$8.03K 0.03% 254
2024
Q2 		$323K Buy
+2,762
New +$318K 0.03% 257

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marcum Wealth's IAI Position: Q1 2025 in Review

Marcum Wealth sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2025, closing a stake of 2,504 shares — an estimated $361K sold.

Marcum Wealth first reported a position in IAI in Q2 2024 and held it in 3 quarters. The position peaked at $361K in Q4 2024. 179 funds tracked by Wall St. Rank hold IAI as of Q1 2025.

  • Marcum Wealth reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2025 after selling out during the quarter.
  • Marcum Wealth sold 2,504 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2025, an estimated $361K.
  • Marcum Wealth first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2024 and held it in 3 quarters.
  • Marcum Wealth's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $361K in Q4 2024.
  • 179 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.