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

Root Financial Partners’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 		– Sell
-66
Closed -$10.8K – 1681
2026
Q1 		$10.8K Sell
66
-15
-19% -$2.62K ﹤0.01% 1653
2025
Q4 		$14.5K Buy
81
+36
+80% +$6.32K ﹤0.01% 1334
2025
Q3 		$7.96K Buy
+45
New +$7.83K ﹤0.01% 1543

Other funds holding IAI

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Root Financial Partners's IAI Position: Q2 2026 in Review

Root Financial Partners sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026, closing a stake of 66 shares — an estimated $10.8K sold.

Root Financial Partners first reported a position in IAI in Q3 2025 and held it in 3 quarters. The position peaked at $14.5K in Q4 2025. 61 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Root Financial Partners reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 66 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $10.8K.
  • Root Financial Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $14.5K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.