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 Q2	$325K	Buy	1,854 +5	+0.3%	+$891	0.13%	95
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

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

Resolute Wealth Strategies's IAI Position: Q2 2026 in Review

Resolute Wealth Strategies increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 0.27% in Q2 2026, buying an estimated $891 and bringing the position to 1,854 shares worth $325K. The position accounts for 0.13% of the portfolio, ranked #95.

Resolute Wealth Strategies first reported a position in IAI in Q1 2023 and has held it in 14 quarters since. The position peaked at $336K in Q3 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Resolute Wealth Strategies held 1,854 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $325K as of Q2 2026.
Resolute Wealth Strategies bought 5 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $891.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.13% of Resolute Wealth Strategies's portfolio in Q2 2026, its #95 holding.
Resolute Wealth Strategies first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2023 and has held it in 14 quarters since.
Resolute Wealth Strategies's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $336K in Q3 2025.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Resolute Wealth Strategies's 13F filing for Q2 2026, filed 12 Aug 2026.