Private Advisor Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Private Advisor Group’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	$219K	Buy	+1,247	New	+$222K	﹤0.01%	2309
2026 Q1	–	Sell	-2,486	Closed	-$446K	–	2777
2025 Q4	$446K	Buy	2,486 +492	+25%	+$86.4K	﹤0.01%	1898
2025 Q3	$353K	Buy	1,994 +60	+3%	+$10.4K	﹤0.01%	1976
2025 Q2	$327K	Buy	+1,934	New	+$286K	﹤0.01%	1933
2020 Q3	–	Sell	-800	Closed	-$48K	–	2438
2020 Q2	$48K	Buy	+800	New	+$46.9K	﹤0.01%	2121
2018 Q4	–	Sell	-34,722	Closed	-$2.16M	–	1459
2018 Q3	$2.16M	Buy	34,722 +28,214	+434%	+$1.83M	0.04%	409
2018 Q2	$420K	Sell	6,508 -19,733	-75%	-$1.32M	0.01%	826
2018 Q1	$1.72M	Buy	26,241 +21,582	+463%	+$1.43M	0.07%	291
2017 Q4	$300K	Sell	4,659 -27,622	-86%	-$1.65M	0.01%	880
2017 Q3	$1.87M	Sell	32,281 -1,617	-5%	-$87.6K	0.05%	379
2017 Q2	$1.83M	Buy	33,898 +12,685	+60%	+$648K	0.05%	370
2017 Q1	$1.06M	Buy	21,213 +1,181	+6%	+$61.3K	0.03%	531
2016 Q4	$1.02M	Buy	+20,032	New	+$918K	0.03%	496
2014 Q4	–	Sell	-176	Closed	-$7K	–	1126
2014 Q3	$7K	Buy	+176	New	+$6.79K	﹤0.01%	1215

Other funds holding IAI

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

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Private Advisor Group's IAI Position: Q2 2026 in Review

Private Advisor Group opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 1,247 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #2309 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in IAI as recently as Q4 2025.

Private Advisor Group first reported a position in IAI in Q3 2014 and has held it in 14 quarters since. The position peaked at $2.16M in Q3 2018. 67 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Private Advisor Group held 1,247 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $219K as of Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF was a new Private Advisor Group position in Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2309 holding.
Private Advisor Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2014 and has held it in 14 quarters since.
Private Advisor Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.16M in Q3 2018.
67 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.