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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
Q2 		$47.9M Buy
+273,000
New +$48.6M 0.33% 61

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Phoenix Financial's IAI Position: Q2 2026 in Review

Phoenix Financial opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 273,000 shares worth $47.9M. The stake represents 0.33% of the portfolio and ranks #61 among its holdings.

134 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Phoenix Financial held 273,000 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $47.9M as of Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Phoenix Financial position in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.33% of Phoenix Financial's portfolio in Q2 2026, its #61 holding.
  • 134 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.