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

Raymond James Financial’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	$7.98M	Sell	45,540 -2,477	-5%	-$441K	﹤0.01%	2352
2026 Q1	$7.88M	Sell	48,017 -11,393	-19%	-$1.99M	﹤0.01%	2210
2025 Q4	$10.7M	Sell	59,410 -30,212	-34%	-$5.31M	﹤0.01%	1913
2025 Q3	$15.9M	Buy	89,622 +13,466	+18%	+$2.34M	0.01%	1579
2025 Q2	$12.9M	Sell	76,156 -25,496	-25%	-$3.77M	﹤0.01%	1686
2025 Q1	$14.2M	Sell	101,652 -770,496	-88%	-$115M	0.01%	1545
2024 Q4	$126M	Buy	+872,148	New	+$124M	0.05%	361

Other funds holding IAI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial's IAI Position: Q2 2026 in Review

Raymond James Financial reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 5.2% in Q2 2026, selling an estimated $441K and leaving 45,540 shares worth $7.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Raymond James Financial first reported a position in IAI in Q4 2024 and has held it in 7 quarters since. The position peaked at $126M in Q4 2024. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Raymond James Financial held 45,540 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $7.98M as of Q2 2026.
Raymond James Financial sold 2,477 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $441K.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2352 holding.
Raymond James Financial first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $126M in Q4 2024.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.