MIG
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McGuire Investment Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

McGuire Investment Group’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 		$5.41M Sell
30,849
-196
-0.6% -$34.9K 0.47% 48
2026
Q1 		$5.1M Sell
31,045
-215
-0.7% -$37.6K 0.58% 47
2025
Q4 		$5.61M Sell
31,260
-135
-0.4% -$23.7K 0.6% 48
2025
Q3 		$5.55M Sell
31,395
-155
-0.5% -$27K 0.63% 47
2025
Q2 		$5.34M Buy
31,550
+4
+0% +$591 0.68% 47
2025
Q1 		$4.42M Sell
31,546
-944
-3% -$140K 0.66% 45
2024
Q4 		$4.68M Sell
32,490
-74
-0.2% -$10.6K 0.68% 43
2024
Q3 		$4.19M Sell
32,564
-10
-0% -$1.24K 0.59% 46
2024
Q2 		$3.81M Sell
32,574
-587
-2% -$67.7K 0.55% 45
2024
Q1 		$3.85M Sell
33,161
-1,261
-4% -$137K 0.56% 47
2023
Q4 		$3.74M Sell
34,422
-105
-0.3% -$10K 0.62% 44
2023
Q3 		$3.14M Sell
34,527
-609
-2% -$57.6K 0.61% 45
2023
Q2 		$3.19M Sell
35,136
-1,831
-5% -$164K 0.59% 45
2023
Q1 		$3.39M Sell
36,967
-1,013
-3% -$99.7K 0.67% 40
2022
Q4 		$3.65M Sell
37,980
-512
-1% -$49K 0.79% 39
2022
Q3 		$3.29M Sell
38,492
-684
-2% -$62.6K 0.75% 41
2022
Q2 		$3.29M Sell
39,176
-208
-0.5% -$18.7K 0.71% 41
2022
Q1 		$3.93M Sell
39,384
-26,873
-41% -$2.83M 0.72% 41
2021
Q4 		$7.3M Sell
66,257
-1,494
-2% -$166K 1.2% 33
2021
Q3 		$7.07M Sell
67,751
-850
-1% -$89.5K 1.33% 33
2021
Q2 		$7M Sell
68,601
-1,116
-2% -$110K 1.33% 29
2021
Q1 		$6.42M Buy
69,717
+1,786
+3% +$158K 1.36% 29
2020
Q4 		$5.4M Buy
67,931
+1,310
+2% +$91.6K 1.34% 30
2020
Q3 		$4.13M Buy
66,621
+606
+0.9% +$37.9K 1.23% 32
2020
Q2 		$3.95M Sell
66,015
-206
-0.3% -$12.1K 1.37% 28
2020
Q1 		$3.39M Sell
66,221
-4,013
-6% -$259K 1.41% 28
2019
Q4 		$4.81M Sell
70,234
-21
-0% -$1.38K 1.43% 25
2019
Q3 		$4.52M Sell
70,255
-283
-0.4% -$18.3K 1.48% 28
2019
Q2 		$4.45M Sell
70,538
-627
-0.9% -$39.1K 1.41% 28
2019
Q1 		$4.18M Sell
71,165
-40,689
-36% -$2.44M 1.37% 29
2018
Q4 		$6.27M Buy
111,854
+14,310
+15% +$856K 2.37% 14
2018
Q3 		$6.07M Buy
+97,544
New +$6.34M 2.01% 17

Other funds holding IAI

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

McGuire Investment Group's IAI Position: Q2 2026 in Review

McGuire Investment Group reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 0.63% in Q2 2026, selling an estimated $34.9K and leaving 30,849 shares worth $5.41M. The position accounts for 0.47% of the portfolio, ranked #48.

McGuire Investment Group first reported a position in IAI in Q3 2018 and has held it in 32 quarters since. The position peaked at $7.3M in Q4 2021. 67 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • McGuire Investment Group held 30,849 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $5.41M as of Q2 2026.
  • McGuire Investment Group sold 196 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $34.9K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.47% of McGuire Investment Group's portfolio in Q2 2026, its #48 holding.
  • McGuire Investment Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2018 and has held it in 32 quarters since.
  • McGuire Investment Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $7.3M in Q4 2021.
  • 67 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.