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 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

HIIFS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial's IAI Position: Q1 2026 in Review

Raymond James Financial reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 19% in Q1 2026, selling an estimated $1.99M and leaving 48,017 shares worth $7.88M. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

Raymond James Financial first reported a position in IAI in Q4 2024 and has held it in 6 quarters since. The position peaked at $126M in Q4 2024. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

Raymond James Financial held 48,017 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $7.88M as of Q1 2026.
Raymond James Financial sold 11,393 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $1.99M.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2210 holding.
Raymond James Financial first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $126M in Q4 2024.
172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.