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Montag & Associates’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Montag & Associates’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
-331
Closed -$59.4K – 967
2025
Q4 		$59.4K Buy
331
+16
+5% +$2.81K ﹤0.01% 575
2025
Q3 		$55.7K Buy
+315
New +$54.8K ﹤0.01% 577

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

Montag & Associates's IAI Position: Q1 2026 in Review

Montag & Associates sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 331 shares — an estimated $59.4K sold.

Montag & Associates first reported a position in IAI in Q3 2025 and held it in 2 quarters. The position peaked at $59.4K in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Montag & Associates reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 331 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $59.4K.
  • Montag & Associates first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2025 and held it in 2 quarters.
  • Montag & Associates's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $59.4K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.