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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
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

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

&Partners's IAI Position: Q1 2026 in Review

&Partners reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 5% in Q1 2026, selling an estimated $78.3K and leaving 8,525 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #1108.

&Partners first reported a position in IAI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.61M in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • &Partners held 8,525 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $1.4M as of Q1 2026.
  • &Partners sold 448 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $78.3K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1108 holding.
  • &Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 6 quarters since.
  • &Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.61M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.