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

Muirfield Wealth Advisors’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	$1.06M	Buy	6,053 +385	+7%	+$68.6K	0.69%	33
2026 Q1	$931K	Buy	5,668 +487	+9%	+$85.2K	0.68%	34
2025 Q4	$929K	Buy	5,181 +1,153	+29%	+$202K	0.68%	34
2025 Q3	$712K	Buy	4,028 +2	+0%	+$348	0.53%	40
2025 Q2	$681K	Sell	4,026 -498	-11%	-$73.5K	0.54%	39
2025 Q1	$634K	Sell	4,524 -2,514	-36%	-$374K	0.54%	38
2024 Q4	$1.01M	Sell	7,038 -528	-7%	-$75.3K	0.84%	29
2024 Q3	$973K	Buy	+7,566	New	+$935K	0.83%	30

Other funds holding IAI

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Muirfield Wealth Advisors's IAI Position: Q2 2026 in Review

Muirfield Wealth Advisors increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 6.8% in Q2 2026, buying an estimated $68.6K and bringing the position to 6,053 shares worth $1.06M. The position accounts for 0.69% of the portfolio, ranked #33.

Muirfield Wealth Advisors first reported a position in IAI in Q3 2024 and has held it in 8 quarters since. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Muirfield Wealth Advisors held 6,053 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $1.06M as of Q2 2026.
Muirfield Wealth Advisors bought 385 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $68.6K.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.69% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Muirfield Wealth Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2024 and has held it in 8 quarters since.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.