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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
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

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Millstone Evans Group's IAI Position: Q1 2026 in Review

Millstone Evans Group held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q1 2026 at 14 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Millstone Evans Group first reported a position in IAI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.51K in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Millstone Evans Group held 14 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $2.3K as of Q1 2026.
  • Millstone Evans Group left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q1 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Millstone Evans Group's portfolio in Q1 2026, its #744 holding.
  • Millstone Evans Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 6 quarters since.
  • Millstone Evans Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.51K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.