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Money Concepts Capital’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Money Concepts Capital’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 		$645K Buy
+3,676
New +$655K 0.03% 378
2023
Q1 		– Sell
-92
Closed -$8.84K – 1613
2022
Q4 		$8.84K Buy
+92
New +$8.81K ﹤0.01% 2071
2022
Q2 		– Sell
-16
Closed -$2K – 1992
2022
Q1 		$2K Buy
+16
New +$1.69K ﹤0.01% 2453

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

Money Concepts Capital's IAI Position: Q2 2026 in Review

Money Concepts Capital opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 3,676 shares worth $645K. The stake represents 0.03% of the portfolio and ranks #378 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in IAI as recently as Q4 2022.

Money Concepts Capital first reported a position in IAI in Q1 2022 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Money Concepts Capital held 3,676 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $645K as of Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Money Concepts Capital position in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.03% of Money Concepts Capital's portfolio in Q2 2026, its #378 holding.
  • Money Concepts Capital first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2022 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.