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

Prospera Financial Services’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 		$12.3M Buy
70,074
+380
+0.5% +$67.7K 0.18% 127
2026
Q1 		$11.4M Buy
69,694
+7,363
+12% +$1.29M 0.18% 125
2025
Q4 		$11.2M Buy
62,331
+2,573
+4% +$452K 0.18% 118
2025
Q3 		$10.6M Sell
59,758
-1,500
-2% -$261K 0.18% 119
2025
Q2 		$10.4M Sell
61,258
-520
-0.8% -$76.8K 0.19% 117
2025
Q1 		$8.66M Buy
61,778
+6,698
+12% +$996K 0.2% 116
2024
Q4 		$7.94M Buy
55,080
+6,237
+13% +$890K 0.18% 123
2024
Q3 		$6.28M Buy
+48,843
New +$6.04M 0.16% 140
2024
Q2 		– Sell
-20,943
Closed -$2.43M – 1162
2024
Q1 		$2.43M Buy
+20,943
New +$2.28M 0.07% 299
2022
Q3 		– Sell
-69
Closed -$6K – 1185
2022
Q2 		$6K Sell
69
-100
-59% -$9K ﹤0.01% 1434
2022
Q1 		$17K Buy
+169
New +$17.8K ﹤0.01% 1800

Other funds holding IAI

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Prospera Financial Services's IAI Position: Q2 2026 in Review

Prospera Financial Services increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 0.55% in Q2 2026, buying an estimated $67.7K and bringing the position to 70,074 shares worth $12.3M. The position accounts for 0.18% of the portfolio, ranked #127.

Prospera Financial Services first reported a position in IAI in Q1 2022 and has held it in 11 quarters since. 20 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Prospera Financial Services held 70,074 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $12.3M as of Q2 2026.
  • Prospera Financial Services bought 380 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $67.7K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.18% of Prospera Financial Services's portfolio in Q2 2026, its #127 holding.
  • Prospera Financial Services first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2022 and has held it in 11 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.