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

&Partners’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 		$1.48M Sell
8,436
-89
-1% -$15.9K 0.01% 1192
2026
Q1 		$1.4M Sell
8,525
-448
-5% -$78.3K 0.01% 1108
2025
Q4 		$1.61M Buy
8,973
+91
+1% +$16K 0.01% 966
2025
Q3 		$1.57M Buy
8,882
+390
+5% +$67.9K 0.01% 868
2025
Q2 		$1.44M Sell
8,492
-143
-2% -$21.1K 0.01% 809
2025
Q1 		$1.2M Sell
8,635
-619
-7% -$92.1K 0.01% 749
2024
Q4 		$1.35M Buy
+9,254
New +$1.32M 0.02% 642

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

&Partners's IAI Position: Q2 2026 in Review

&Partners reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 1% in Q2 2026, selling an estimated $15.9K and leaving 8,436 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #1192.

&Partners first reported a position in IAI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q4 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • &Partners held 8,436 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $1.48M as of Q2 2026.
  • &Partners sold 89 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $15.9K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1192 holding.
  • &Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 7 quarters since.
  • &Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.61M in Q4 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.