SeaCrest Wealth Management
IAI icon

SeaCrest Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

SeaCrest Wealth Management’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 		$395K Sell
2,242
-339
-13% -$63.9K 0.04% 332
2026
Q2 		$453K Sell
2,581
-445
-15% -$79.3K 0.05% 311
2026
Q1 		$497K Buy
3,026
+244
+9% +$42.7K 0.05% 322
2025
Q4 		$518K Buy
2,782
+232
+9% +$40.7K 0.05% 315
2025
Q3 		$448K Buy
2,550
+56
+2% +$9.7K 0.05% 338
2025
Q2 		$422K Sell
2,494
-132
-5% -$19.5K 0.05% 358
2025
Q1 		$368K Buy
2,626
+336
+15% +$50K 0.04% 416
2024
Q4 		$330K Buy
+2,290
New +$327K 0.03% 461

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

SeaCrest Wealth Management's IAI Position: Q3 2026 in Review

SeaCrest Wealth Management reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 13% in Q3 2026, selling an estimated $63.9K and leaving 2,242 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #332.

SeaCrest Wealth Management first reported a position in IAI in Q4 2024 and has held it in 8 quarters since. The position peaked at $518K in Q4 2025. 118 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

  • SeaCrest Wealth Management held 2,242 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $395K as of Q3 2026.
  • SeaCrest Wealth Management sold 339 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2026, an estimated $63.9K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.04% of SeaCrest Wealth Management's portfolio in Q3 2026, its #332 holding.
  • SeaCrest Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 8 quarters since.
  • SeaCrest Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $518K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.