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

MassMutual Private Wealth & Trust’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 Q3	–	Sell	-44	Closed	-$7.44K	–	2412
2025 Q2	$7.44K	Buy	+44	New	+$6.5K	﹤0.01%	1474
2025 Q1	–	Sell	-17	Closed	-$2.45K	–	2412
2024 Q4	$2.45K	Hold	17	–	–	﹤0.01%	1766
2024 Q3	$2.19K	Buy	+17	New	+$2.1K	﹤0.01%	1638

Other funds holding IAI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MassMutual Private Wealth & Trust's IAI Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2025, closing a stake of 44 shares — an estimated $7.44K sold.

MassMutual Private Wealth & Trust first reported a position in IAI in Q3 2024 and held it in 3 quarters. The position peaked at $7.44K in Q2 2025. 184 funds tracked by Wall St. Rank hold IAI as of Q3 2025.

MassMutual Private Wealth & Trust reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 44 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2025, an estimated $7.44K.
MassMutual Private Wealth & Trust first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2024 and held it in 3 quarters.
MassMutual Private Wealth & Trust's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $7.44K in Q2 2025.
184 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.