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

Maxele Advisors’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
Q4 		$530K Buy
2,956
+30
+1% +$5.27K 0.43% 56
2025
Q3 		$518K Hold
2,926
– – 0.45% 55
2025
Q2 		$495K Hold
2,926
– – 0.43% 53
2025
Q1 		$410K Sell
2,926
-25
-0.8% -$3.72K 0.4% 58
2024
Q4 		$425K Buy
+2,951
New +$421K 0.41% 56
2022
Q3 		$272K Sell
3,185
-5
-0.2% -$457 0.46% 64
2022
Q2 		$268K Sell
3,190
-395
-11% -$35.5K 0.42% 67
2022
Q1 		$358K Sell
3,585
-415
-10% -$43.8K 0.44% 58
2021
Q4 		$441K Buy
+4,000
New +$444K 0.51% 52

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return