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

Outlook 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 		$1.21M Buy
6,877
+918
+15% +$164K 0.26% 85
2026
Q1 		$978K Sell
5,959
-180
-3% -$31.5K 0.24% 92
2025
Q4 		$1.1M Sell
6,139
-49
-0.8% -$8.6K 0.25% 80
2025
Q3 		$1.09M Buy
+6,188
New +$1.08M 0.27% 78

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

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

Outlook Wealth Advisors increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 15% in Q2 2026, buying an estimated $164K and bringing the position to 6,877 shares worth $1.21M. The position accounts for 0.26% of the portfolio, ranked #85.

Outlook Wealth Advisors first reported a position in IAI in Q3 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Outlook Wealth Advisors held 6,877 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $1.21M as of Q2 2026.
  • Outlook Wealth Advisors bought 918 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $164K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.26% of Outlook Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Outlook Wealth Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.