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

SFI 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
Q1 		$3.7M Sell
22,563
-16,808
-43% -$2.94M 3.89% 6
2025
Q4 		$7.06M Sell
39,371
-449
-1% -$78.8K 4.53% 4
2025
Q3 		$7.04M Sell
39,820
-665
-2% -$116K 4.49% 3
2025
Q2 		$6.85M Sell
40,485
-2,836
-7% -$419K 4.74% 2
2025
Q1 		$6.07M Sell
43,321
-1,071
-2% -$159K 4.49% 4
2024
Q4 		$6.4M Sell
44,392
-1,211
-3% -$173K 4.49% 3
2024
Q3 		$5.86M Sell
45,603
-1,389
-3% -$172K 4.18% 4
2024
Q2 		$5.49M Sell
46,992
-750
-2% -$86.4K 4.23% 4
2024
Q1 		$5.54M Buy
47,742
+458
+1% +$49.8K 4.34% 3
2023
Q4 		$5.13M Sell
47,284
-2,239
-5% -$214K 4.38% 3
2023
Q3 		$4.51M Sell
49,523
-512
-1% -$48.4K 4.41% 2
2023
Q2 		$4.54M Sell
50,035
-852
-2% -$76.3K 4.31% 4
2023
Q1 		$4.66M Sell
50,887
-2,992
-6% -$294K 4.68% 1
2022
Q4 		$5.18M Sell
53,879
-1,765
-3% -$169K 5.62% 1
2022
Q3 		$4.75M Buy
55,644
+314
+0.6% +$28.7K 5.52% 1
2022
Q2 		$4.65M Sell
55,330
-53
-0.1% -$4.77K 5.15% 2
2022
Q1 		$5.53K Buy
55,383
+112
+0.2% +$11.8K 3.37% 5
2021
Q4 		$6.25M Buy
+55,271
New +$6.13M 5.52% 2

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

SFI Advisors's IAI Position: Q1 2026 in Review

SFI Advisors reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 43% in Q1 2026, selling an estimated $2.94M and leaving 22,563 shares worth $3.7M. The position accounts for 3.89% of the portfolio, ranked #6.

SFI Advisors first reported a position in IAI in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.06M in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • SFI Advisors held 22,563 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $3.7M as of Q1 2026.
  • SFI Advisors sold 16,808 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $2.94M.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 3.89% of SFI Advisors's portfolio in Q1 2026, its #6 holding.
  • SFI Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2021 and has held it in 18 quarters since.
  • SFI Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $7.06M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on SFI Advisors's 13F filing for Q1 2026, filed 5 May 2026.