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
2026 Q2	$540K	Buy	+3,081	New	+$549K	0.38%	58
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

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

Maxele Advisors's IAI Position: Q2 2026 in Review

Maxele Advisors opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 3,081 shares worth $540K. The stake represents 0.38% of the portfolio and ranks #58 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in IAI as recently as Q4 2025.

Maxele Advisors first reported a position in IAI in Q4 2021 and has held it in 10 quarters since. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Maxele Advisors held 3,081 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $540K as of Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF was a new Maxele Advisors position in Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.38% of Maxele Advisors's portfolio in Q2 2026, its #58 holding.
Maxele Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2021 and has held it in 10 quarters since.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.