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

Mariner’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	$548K	Sell	3,128 -6,650	-68%	-$1.18M	﹤0.01%	2389
2026 Q1	$1.61M	Buy	9,778 +563	+6%	+$98.5K	﹤0.01%	1654
2025 Q4	$1.65M	Buy	9,215 +764	+9%	+$134K	﹤0.01%	1613
2025 Q3	$1.49M	Sell	8,451 -11,318	-57%	-$1.97M	﹤0.01%	1623
2025 Q2	$3.34M	Buy	19,769 +2,286	+13%	+$338K	﹤0.01%	1046
2025 Q1	$2.45M	Buy	17,483 +9,539	+120%	+$1.42M	﹤0.01%	1125
2024 Q4	$1.14M	Buy	7,944 +1,922	+32%	+$274K	﹤0.01%	1552
2024 Q3	$774K	Buy	6,022 +128	+2%	+$15.8K	﹤0.01%	1804
2024 Q2	$689K	Sell	5,894 -123	-2%	-$14.2K	﹤0.01%	1785
2024 Q1	$698K	Buy	+6,017	New	+$654K	﹤0.01%	1777
2023 Q2	–	Sell	-12,308	Closed	-$1.13M	–	2869
2023 Q1	$1.13M	Buy	12,308 +1,874	+18%	+$184K	﹤0.01%	1208
2022 Q4	$1M	Buy	+10,434	New	+$999K	﹤0.01%	1239
2016 Q4	–	Sell	-343	Closed	-$14K	–	666
2016 Q3	$14K	Buy	+343	New	+$13.7K	﹤0.01%	718

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

Mariner's IAI Position: Q2 2026 in Review

Mariner reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 68% in Q2 2026, selling an estimated $1.18M and leaving 3,128 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Mariner first reported a position in IAI in Q3 2016 and has held it in 13 quarters since. The position peaked at $3.34M in Q2 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Mariner held 3,128 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $548K as of Q2 2026.
Mariner sold 6,650 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $1.18M.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2389 holding.
Mariner first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2016 and has held it in 13 quarters since.
Mariner's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.34M in Q2 2025.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.