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Rothschild Investment LLC’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Rothschild Investment LLC’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 		$85.9K Buy
490
+160
+48% +$28.5K ﹤0.01% 1107
2026
Q1 		$54.2K Buy
+330
New +$57.7K ﹤0.01% 1086

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rothschild Investment LLC's IAI Position: Q2 2026 in Review

Rothschild Investment LLC increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 48% in Q2 2026, buying an estimated $28.5K and bringing the position to 490 shares worth $85.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Rothschild Investment LLC first reported a position in IAI in Q1 2026 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Rothschild Investment LLC held 490 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $85.9K as of Q2 2026.
  • Rothschild Investment LLC bought 160 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $28.5K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1107 holding.
  • Rothschild Investment LLC first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2026 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.