Pinkerton Retirement Specialists’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Pinkerton Retirement Specialists’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
2025 Q2	–	Sell	-1,624	Closed	-$228K	–	141
2025 Q1	$228K	Buy	+1,624	New	+$242K	0.03%	98

Other funds holding IAI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinkerton Retirement Specialists's IAI Position: Q2 2025 in Review

Pinkerton Retirement Specialists sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2025, closing a stake of 1,624 shares — an estimated $228K sold.

Pinkerton Retirement Specialists first reported a position in IAI in Q1 2025 and held it in 1 quarter. The position peaked at $228K in Q1 2025. 182 funds tracked by Wall St. Rank hold IAI as of Q2 2025.

Pinkerton Retirement Specialists reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2025 after selling out during the quarter.
Pinkerton Retirement Specialists sold 1,624 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2025, an estimated $228K.
Pinkerton Retirement Specialists first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and held it in 1 quarter.
Pinkerton Retirement Specialists's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $228K in Q1 2025.
182 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2025.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2025, filed 13 Aug 2025.