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Signature Equity Partners’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Signature Equity Partners’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 		$924K Buy
5,269
+110
+2% +$19.6K 0.42% 54
2026
Q1 		$847K Buy
5,159
+502
+11% +$87.8K 0.45% 54
2025
Q4 		$835K Buy
+4,657
New +$818K 0.46% 41

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

Signature Equity Partners's IAI Position: Q2 2026 in Review

Signature Equity Partners increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 2.1% in Q2 2026, buying an estimated $19.6K and bringing the position to 5,269 shares worth $924K. The position accounts for 0.42% of the portfolio, ranked #54.

Signature Equity Partners first reported a position in IAI in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Signature Equity Partners held 5,269 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $924K as of Q2 2026.
  • Signature Equity Partners bought 110 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $19.6K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.42% of Signature Equity Partners's portfolio in Q2 2026, its #54 holding.
  • Signature Equity Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.