MinichMacGregor Wealth Management
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MinichMacGregor Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

MinichMacGregor Wealth Management’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
Q3 		$13.3M Sell
75,433
-337
-0.4% -$63.6K 2.14% 17
2026
Q2 		$13.3M Buy
75,770
+6,015
+9% +$1.07M 2.02% 22
2026
Q1 		$11.5M Buy
69,755
+4,818
+7% +$843K 2.02% 19
2025
Q4 		$11.6M Sell
64,937
-203
-0.3% -$35.6K 2.11% 17
2025
Q3 		$11.5M Buy
65,140
+953
+1% +$166K 2.25% 14
2025
Q2 		$10.9M Buy
64,187
+13,083
+26% +$1.93M 2.32% 17
2025
Q1 		$7.16M Sell
51,104
-28,677
-36% -$4.26M 1.6% 24
2024
Q4 		$11.5M Sell
79,781
-1,829
-2% -$261K 2.39% 11
2024
Q3 		$10.5M Buy
+81,610
New +$10.1M 2.25% 13
2023
Q3 		– Sell
-4,106
Closed -$373K – 99
2023
Q2 		$373K Sell
4,106
-81,820
-95% -$7.33M 0.12% 66
2023
Q1 		$7.87M Buy
85,926
+84,776
+7,372% +$8.34M 2.61% 12
2022
Q4 		$111K Buy
+1,150
New +$110K 0.04% 106
2022
Q2 		– Sell
-55,972
Closed -$5.59M – 83
2022
Q1 		$5.59M Sell
55,972
-484
-0.9% -$51K 1.79% 20
2021
Q4 		$6.22M Buy
56,456
+1,386
+3% +$154K 1.89% 21
2021
Q3 		$5.75M Buy
55,070
+365
+0.7% +$38.4K 1.94% 20
2021
Q2 		$5.58M Buy
+54,705
New +$5.4M 1.96% 19
2020
Q1 		– Sell
-29,379
Closed -$2.01M – 91
2019
Q4 		$2.01M Sell
29,379
-1,031
-3% -$67.9K 1.12% 24
2019
Q3 		$1.96M Sell
30,410
-449
-1% -$29K 1.32% 21
2019
Q2 		$1.97M Buy
30,859
+938
+3% +$58.5K 1.38% 22
2019
Q1 		$1.8M Buy
+29,921
New +$1.79M 1.35% 22
2018
Q4 		– Sell
-87,464
Closed -$5.45M – 268
2018
Q3 		$5.45M Buy
87,464
+10,397
+13% +$676K 3.6% 12
2018
Q2 		$4.98M Buy
77,067
+4,560
+6% +$305K 3.54% 11
2018
Q1 		$4.74M Buy
+72,507
New +$4.79M 3.7% 12
2017
Q2 		– Sell
-850
Closed -$43K – 490
2017
Q1 		$43K Hold
850
– – 0.04% 111
2016
Q4 		$42K Sell
850
-1,517
-64% -$69.5K 0.04% 117
2016
Q3 		$98K Sell
2,367
-2,642
-53% -$106K 0.09% 67
2016
Q2 		$180K Buy
5,009
+12
+0.2% +$451 0.17% 41
2016
Q1 		$187K Sell
4,997
-78,282
-94% -$2.84M 0.18% 40
2015
Q4 		$3.64M Buy
+83,279
New +$3.44M 3.39% 11

Other funds holding IAI

WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Valicenti Advisory Services
Valicenti Advisory Services Elmira, New York $531M AUM 36.36% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Robinson Value Management
Robinson Value Management San Antonio, Texas $183M AUM 16.72% 1-Year Est. Return
Rhodes Investment Advisors
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

MinichMacGregor Wealth Management's IAI Position: Q3 2026 in Review

MinichMacGregor Wealth Management reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 0.44% in Q3 2026, selling an estimated $63.6K and leaving 75,433 shares worth $13.3M. The position accounts for 2.14% of the portfolio, ranked #17.

MinichMacGregor Wealth Management first reported a position in IAI in Q4 2015 and has held it in 29 quarters since. 41 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

  • MinichMacGregor Wealth Management held 75,433 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $13.3M as of Q3 2026.
  • MinichMacGregor Wealth Management sold 337 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2026, an estimated $63.6K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 2.14% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #17 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2015 and has held it in 29 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.