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

Signal Advisors Wealth’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 		$638K Sell
3,637
-182
-5% -$32.4K 0.03% 366
2026
Q1 		$627K Buy
3,819
+31
+0.8% +$5.42K 0.04% 328
2025
Q4 		$680K Buy
3,788
+2,565
+210% +$450K 0.05% 258
2025
Q3 		$216K Buy
+1,223
New +$213K 0.02% 436

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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

Signal Advisors Wealth's IAI Position: Q2 2026 in Review

Signal Advisors Wealth reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 4.8% in Q2 2026, selling an estimated $32.4K and leaving 3,637 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #366.

Signal Advisors Wealth first reported a position in IAI in Q3 2025 and has held it in 4 quarters since. The position peaked at $680K in Q4 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Signal Advisors Wealth held 3,637 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $638K as of Q2 2026.
  • Signal Advisors Wealth sold 182 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $32.4K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.03% of Signal Advisors Wealth's portfolio in Q2 2026, its #366 holding.
  • Signal Advisors Wealth first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2025 and has held it in 4 quarters since.
  • Signal Advisors Wealth's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $680K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.