Resolute Wealth Strategies’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Resolute Wealth Strategies’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	$304K	Buy	1,849 +8	+0.4%	+$1.4K	0.13%	90
2025 Q4	$330K	Sell	1,841 -56	-3%	-$9.83K	0.14%	83
2025 Q3	$336K	Buy	1,897 +5	+0.3%	+$870	0.15%	85
2025 Q2	$320K	Sell	1,892 -409	-18%	-$60.4K	0.17%	85
2025 Q1	$322K	Buy	2,301 +6	+0.3%	+$892	0.18%	75
2024 Q4	$331K	Sell	2,295 -215	-9%	-$30.7K	0.17%	71
2024 Q3	$323K	Buy	2,510 +6	+0.2%	+$742	0.17%	73
2024 Q2	$293K	Buy	2,504 +6	+0.2%	+$692	0.17%	71
2024 Q1	$290K	Buy	2,498 +7	+0.3%	+$761	0.18%	73
2023 Q4	$270K	Buy	2,491 +21	+0.9%	+$2.01K	0.18%	71
2023 Q3	$225K	Hold	2,470	–	–	0.17%	78
2023 Q2	$224K	Buy	2,470 +12	+0.5%	+$1.07K	0.17%	82
2023 Q1	$225K	Buy	+2,458	New	+$242K	0.19%	79

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 $295B AUM 31.6% 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 $36.1B AUM 19.68% 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 $377B AUM 19.32% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Resolute Wealth Strategies's IAI Position: Q1 2026 in Review

Resolute Wealth Strategies increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 0.43% in Q1 2026, buying an estimated $1.4K and bringing the position to 1,849 shares worth $304K. The position accounts for 0.13% of the portfolio, ranked #90.

Resolute Wealth Strategies first reported a position in IAI in Q1 2023 and has held it in 13 quarters since. The position peaked at $336K in Q3 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

Resolute Wealth Strategies held 1,849 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $304K as of Q1 2026.
Resolute Wealth Strategies bought 8 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $1.4K.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.13% of Resolute Wealth Strategies's portfolio in Q1 2026, its #90 holding.
Resolute Wealth Strategies first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2023 and has held it in 13 quarters since.
Resolute Wealth Strategies's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $336K in Q3 2025.
172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Resolute Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.