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

Polaris Financial 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
Q3 		$2K Buy
+14
New +$2.64K ﹤0.01% 338

Other funds holding IAI

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Polaris Financial Partners's IAI Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2026: 14 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #338 among its holdings.

2 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

  • Polaris Financial Partners held 14 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $2K as of Q3 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Polaris Financial Partners position in Q3 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #338 holding.
  • 2 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.