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

PCG 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 		$2.54M Buy
14,480
+471
+3% +$83.9K 0.57% 54
2026
Q1 		$2.3M Buy
14,009
+1,197
+9% +$209K 0.58% 56
2025
Q4 		$2.3M Buy
12,812
+1,495
+13% +$263K 0.65% 54
2025
Q3 		$2M Buy
+11,317
New +$1.97M 0.58% 56

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

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

PCG Wealth Advisors increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 3.4% in Q2 2026, buying an estimated $83.9K and bringing the position to 14,480 shares worth $2.54M. The position accounts for 0.57% of the portfolio, ranked #54.

PCG 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.

  • PCG Wealth Advisors held 14,480 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $2.54M as of Q2 2026.
  • PCG Wealth Advisors bought 471 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $83.9K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.57% of PCG Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • PCG 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 PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.