RIA
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Rhodes Investment Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Rhodes Investment Advisors’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
Q3 		$1.18M Buy
6,713
+378
+6% +$71.3K 0.84% 42
2026
Q2 		$1.11M Buy
6,335
+555
+10% +$98.9K 0.82% 42
2026
Q1 		$949K Sell
5,780
-10
-0.2% -$1.75K 0.82% 39
2025
Q4 		$1.04M Buy
+5,790
New +$1.02M 0.84% 42

Other funds holding IAI

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Rhodes Investment Advisors's IAI Position: Q3 2026 in Review

Rhodes Investment Advisors increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 6% in Q3 2026, buying an estimated $71.3K and bringing the position to 6,713 shares worth $1.18M. The position accounts for 0.84% of the portfolio, ranked #42.

Rhodes Investment Advisors first reported a position in IAI in Q4 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

  • Rhodes Investment Advisors held 6,713 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $1.18M as of Q3 2026.
  • Rhodes Investment Advisors bought 378 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2026, an estimated $71.3K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.84% of Rhodes Investment Advisors's portfolio in Q3 2026, its #42 holding.
  • Rhodes Investment Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2025 and has held it in 4 quarters since.
  • 6 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.