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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
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

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

Signal Advisors Wealth's IAI Position: Q1 2026 in Review

Signal Advisors Wealth increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 0.82% in Q1 2026, buying an estimated $5.42K and bringing the position to 3,819 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #328.

Signal Advisors Wealth first reported a position in IAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $680K in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Signal Advisors Wealth held 3,819 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $627K as of Q1 2026.
  • Signal Advisors Wealth bought 31 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $5.42K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.04% of Signal Advisors Wealth's portfolio in Q1 2026, its #328 holding.
  • Signal Advisors Wealth first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2025 and has held it in 3 quarters since.
  • Signal Advisors Wealth's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $680K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.