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

Sanctuary 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 Q2	$675K	Buy	3,850 +69	+2%	+$12.3K	﹤0.01%	1747
2026 Q1	$621K	Sell	3,781 -122	-3%	-$21.3K	﹤0.01%	1637
2025 Q4	$700K	Sell	3,903 -120	-3%	-$21.1K	﹤0.01%	1523
2025 Q3	$712K	Sell	4,023 -584	-13%	-$102K	﹤0.01%	1482
2025 Q2	$779K	Sell	4,607 -827	-15%	-$122K	﹤0.01%	1362
2025 Q1	$761K	Sell	5,434 -13,878	-72%	-$2.06M	0.01%	1260
2024 Q4	$3.03M	Sell	19,312 -635	-3%	-$90.6K	0.02%	702
2024 Q3	$3.03M	Buy	19,947 +5,051	+34%	+$624K	0.02%	697
2024 Q2	$1.68M	Buy	+14,896	New	+$1.72M	0.01%	899

Other funds holding IAI

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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors's IAI Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 1.8% in Q2 2026, buying an estimated $12.3K and bringing the position to 3,850 shares worth $675K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Sanctuary Advisors first reported a position in IAI in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.03M in Q4 2024. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Sanctuary Advisors held 3,850 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $675K as of Q2 2026.
Sanctuary Advisors bought 69 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $12.3K.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1747 holding.
Sanctuary Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.03M in Q4 2024.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.