Menora Mivtachim Holdings’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Menora Mivtachim Holdings’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	$1.58M	Sell	9,000 -2,000	-18%	-$356K	0.01%	132
2026 Q1	$1.81M	Buy	+11,000	New	+$1.92M	0.01%	121
2024 Q1	–	Sell	-3,500	Closed	-$380K	–	92
2023 Q4	$380K	Hold	3,500	–	–	﹤0.01%	88
2023 Q3	$319K	Buy	+3,500	New	+$331K	﹤0.01%	89

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

Menora Mivtachim Holdings's IAI Position: Q2 2026 in Review

Menora Mivtachim Holdings reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 18% in Q2 2026, selling an estimated $356K and leaving 9,000 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #132.

Menora Mivtachim Holdings first reported a position in IAI in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.81M in Q1 2026. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Menora Mivtachim Holdings held 9,000 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $1.58M as of Q2 2026.
Menora Mivtachim Holdings sold 2,000 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $356K.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Menora Mivtachim Holdings's portfolio in Q2 2026, its #132 holding.
Menora Mivtachim Holdings first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2023 and has held it in 4 quarters since.
Menora Mivtachim Holdings's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.81M in Q1 2026.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.