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

Phoenix Financial’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
Q3 		– Sell
-273,000
Closed -$47.9M – 552
2026
Q2 		$47.9M Buy
+273,000
New +$48.6M 0.33% 61

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Phoenix Financial's IAI Position: Q3 2026 in Review

Phoenix Financial sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2026, closing a stake of 273,000 shares — an estimated $47.9M sold.

Phoenix Financial first reported a position in IAI in Q2 2026 and held it in 1 quarter. The position peaked at $47.9M in Q2 2026. 114 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

  • Phoenix Financial reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2026 after selling out during the quarter.
  • Phoenix Financial sold 273,000 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2026, an estimated $47.9M.
  • Phoenix Financial first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2026 and held it in 1 quarter.
  • Phoenix Financial's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $47.9M in Q2 2026.
  • 114 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.