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

NewEdge 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
Q1 		$798K Sell
4,860
-403
-8% -$70.5K ﹤0.01% 1642
2025
Q4 		$944K Buy
5,263
+324
+7% +$56.9K ﹤0.01% 1528
2025
Q3 		$874K Buy
4,939
+40
+0.8% +$6.96K ﹤0.01% 1469
2025
Q2 		$829K Buy
4,899
+2
+0% +$295 ﹤0.01% 1391
2025
Q1 		$686K Sell
4,897
-194
-4% -$28.9K ﹤0.01% 1406
2024
Q4 		$734K Buy
5,091
+781
+18% +$111K ﹤0.01% 1329
2024
Q3 		$554K Buy
4,310
+487
+13% +$60.2K ﹤0.01% 1421
2024
Q2 		$447K Buy
3,823
+3,237
+552% +$373K ﹤0.01% 1479
2024
Q1 		$68K Hold
586
– – ﹤0.01% 2195
2023
Q4 		$63.6K Sell
586
-435
-43% -$41.6K ﹤0.01% 2137
2023
Q3 		$92.9K Sell
1,021
-386
-27% -$36.5K ﹤0.01% 1861
2023
Q2 		$128K Sell
1,407
-5,269
-79% -$472K ﹤0.01% 1776
2023
Q1 		$612K Sell
6,676
-14,171
-68% -$1.39M 0.01% 1021
2022
Q4 		$1.83M Buy
20,847
+13,522
+185% +$1.3M 0.05% 344
2022
Q3 		$625K Buy
7,325
+2,724
+59% +$249K 0.01% 862
2022
Q2 		$386K Buy
+4,601
New +$414K 0.01% 1094
2022
Q1 		– Sell
-3,029
Closed -$334K – 1364
2021
Q4 		$334K Buy
3,029
+180
+6% +$20K 0.01% 1268
2021
Q3 		$297K Buy
+2,849
New +$300K 0.01% 905

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

NewEdge Advisors's IAI Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 7.7% in Q1 2026, selling an estimated $70.5K and leaving 4,860 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

NewEdge Advisors first reported a position in IAI in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.83M in Q4 2022. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • NewEdge Advisors held 4,860 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $798K as of Q1 2026.
  • NewEdge Advisors sold 403 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $70.5K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1642 holding.
  • NewEdge Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.83M in Q4 2022.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.