Meitav Investment House’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Meitav Investment House’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	$77.1M	Buy	+439,719	New	+$78.3M	0.52%	48
2024 Q1	–	Sell	-483,524	Closed	-$52.5M	–	273
2023 Q4	$52.5M	Buy	483,524 +14,576	+3%	+$1.39M	0.77%	38
2023 Q3	$43.4M	Buy	468,948 +33,812	+8%	+$3.2M	0.7%	43
2023 Q2	$39.4M	Sell	435,136 -9,830	-2%	-$881K	0.63%	46
2023 Q1	$41.2M	Sell	444,966 -213,467	-32%	-$21M	0.71%	45
2022 Q4	$63.8M	Sell	658,433 -72,521	-10%	-$6.95M	1.1%	21
2022 Q3	$62.8M	Buy	730,954 +686,790	+1,555%	+$62.8M	1.11%	21
2022 Q2	$3.71M	Hold	44,164	–	–	0.06%	156
2022 Q1	$4.41M	Sell	44,164 -771,166	-95%	-$81.3M	0.07%	169
2021 Q4	$89.9M	Buy	815,330 +246,537	+43%	+$27.4M	1.46%	15
2021 Q3	$59.4M	Buy	568,793 +67,712	+14%	+$7.13M	0.97%	33
2021 Q2	$51.1M	Sell	501,081 -155,000	-24%	-$15.3M	1.31%	19
2021 Q1	$60.5M	Buy	656,081 +257,400	+65%	+$22.8M	1.69%	11
2020 Q4	$31.7M	Buy	398,681 +367,170	+1,165%	+$25.7M	1.24%	30
2020 Q3	$1.95M	Buy	31,511 +14,759	+88%	+$922K	0.1%	114
2020 Q2	$1M	Buy	16,752 +2,083	+14%	+$122K	0.06%	161
2020 Q1	$751K	Buy	+14,669	New	+$947K	0.06%	181
2019 Q4	–	Sell	-16,752	Closed	-$1.08M	–	445
2019 Q3	$1.08M	Buy	+16,752	New	+$1.08M	0.08%	150
2019 Q2	–	Sell	-21,502	Closed	-$1.26M	–	455
2019 Q1	$1.26M	Buy	21,502 +16,302	+314%	+$978K	0.07%	162
2018 Q4	$289K	Sell	5,200 -215,027	-98%	-$12.9M	0.02%	263
2018 Q3	$13.8M	Sell	220,227 -339,780	-61%	-$22.1M	0.67%	45
2018 Q2	$41M	Buy	560,007 +197,937	+55%	+$13.2M	1.83%	12
2018 Q1	$23.7M	Buy	362,070 +313,239	+641%	+$20.7M	1.21%	27
2017 Q4	$3.05M	Buy	+48,831	New	+$2.91M	0.18%	80

Other funds holding IAI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Meitav Investment House's IAI Position: Q2 2026 in Review

Meitav Investment House opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 439,719 shares worth $77.1M. The stake represents 0.52% of the portfolio and ranks #48 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in IAI as recently as Q4 2023.

Meitav Investment House first reported a position in IAI in Q4 2017 and has held it in 24 quarters since. The position peaked at $89.9M in Q4 2021. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Meitav Investment House held 439,719 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $77.1M as of Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF was a new Meitav Investment House position in Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.52% of Meitav Investment House's portfolio in Q2 2026, its #48 holding.
Meitav Investment House first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2017 and has held it in 24 quarters since.
Meitav Investment House's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $89.9M in Q4 2021.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.