Mivtachim The Workers Social Insurance Fund’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Mivtachim The Workers Social Insurance Fund’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	–	Sell	-16,500	Closed	-$2.96M	–	47
2025 Q4	$2.96M	Buy	+16,500	New	+$2.9M	0.41%	32

Other funds holding IAI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund's IAI Position: Q1 2026 in Review

Mivtachim The Workers Social Insurance Fund sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 16,500 shares — an estimated $2.96M sold.

Mivtachim The Workers Social Insurance Fund first reported a position in IAI in Q4 2025 and held it in 1 quarter. The position peaked at $2.96M in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

Mivtachim The Workers Social Insurance Fund reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
Mivtachim The Workers Social Insurance Fund sold 16,500 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $2.96M.
Mivtachim The Workers Social Insurance Fund first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2025 and held it in 1 quarter.
Mivtachim The Workers Social Insurance Fund's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.96M in Q4 2025.
172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q1 2026, filed 13 May 2026.