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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
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% +$9.75K 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

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
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

SeaCrest Wealth Management's IAI Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 15% in Q2 2026, selling an estimated $79.3K and leaving 2,581 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #311.

SeaCrest Wealth Management first reported a position in IAI in Q4 2024 and has held it in 7 quarters since. The position peaked at $518K in Q4 2025. 20 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • SeaCrest Wealth Management held 2,581 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $453K as of Q2 2026.
  • SeaCrest Wealth Management sold 445 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $79.3K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.05% of SeaCrest Wealth Management's portfolio in Q2 2026, its #311 holding.
  • SeaCrest Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 7 quarters since.
  • SeaCrest Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $518K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.