PS
IAI icon

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

Principal Securities’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
Q4 		– Sell
-141
Closed -$24.9K – 2340
2025
Q3 		$24.9K Sell
141
-2,135
-94% -$372K ﹤0.01% 2307
2025
Q2 		$385K Sell
2,276
-336
-13% -$49.6K 0.01% 972
2025
Q1 		$376K Hold
2,612
– – 0.01% 877
2024
Q4 		$376K Buy
2,612
+2,507
+2,388% +$358K 0.01% 874
2024
Q3 		$13.4K Buy
105
+1
+1% +$124 ﹤0.01% 2299
2024
Q2 		$12.2K Hold
104
– – ﹤0.01% 2305
2024
Q1 		$12.1K Sell
104
-1,035
-91% -$113K ﹤0.01% 2243
2023
Q4 		$124K Buy
+1,139
New +$109K ﹤0.01% 1117

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Principal Securities's IAI Position: Q4 2025 in Review

Principal Securities sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2025, closing a stake of 141 shares — an estimated $24.9K sold.

Principal Securities first reported a position in IAI in Q4 2023 and held it in 8 quarters. The position peaked at $385K in Q2 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q4 2025.

  • Principal Securities reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 141 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2025, an estimated $24.9K.
  • Principal Securities first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $385K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.