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Millstone Evans Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Millstone Evans 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 		$2.46K Hold
14
– – ﹤0.01% 762
2026
Q1 		$2.3K Hold
14
– – ﹤0.01% 744
2025
Q4 		$2.51K Hold
14
– – ﹤0.01% 735
2025
Q3 		$2.48K Hold
14
– – ﹤0.01% 720
2025
Q2 		$2.37K Hold
14
– – ﹤0.01% 664
2025
Q1 		$1.96K Hold
14
– – ﹤0.01% 701
2024
Q4 		$2.02K Buy
+14
New +$2K ﹤0.01% 650

Other funds holding IAI

Fisher Asset Management
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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Millstone Evans Group's IAI Position: Q2 2026 in Review

Millstone Evans Group held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 14 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Millstone Evans Group first reported a position in IAI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.51K in Q4 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Millstone Evans Group held 14 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $2.46K as of Q2 2026.
  • Millstone Evans Group left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #762 holding.
  • Millstone Evans Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.51K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.