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

SignatureFD’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
Q3 		$35.3K Hold
201
– – ﹤0.01% 2157
2026
Q2 		$35.2K Hold
201
– – ﹤0.01% 2068
2026
Q1 		$32.9K Hold
201
– – ﹤0.01% 1955
2025
Q4 		$36K Hold
201
– – ﹤0.01% 1837
2025
Q3 		$35.6K Hold
201
– – ﹤0.01% 1828
2025
Q2 		$34K Buy
201
+200
+20,000% +$29.5K ﹤0.01% 1791
2025
Q1 		$95 Sell
1
-175
-99% -$26K ﹤0.01% 3272
2024
Q4 		$25.3K Sell
176
-186
-51% -$26.5K ﹤0.01% 1942
2024
Q3 		$46.5K Buy
362
+3
+0.8% +$371 ﹤0.01% 1615
2024
Q2 		$42K Buy
359
+147
+69% +$16.9K ﹤0.01% 1593
2024
Q1 		$24.6K Buy
+212
New +$23K ﹤0.01% 1890
2023
Q1 		– Sell
-130
Closed -$12.5K – 3331
2022
Q4 		$12.5K Buy
130
+1
+0.8% +$96 ﹤0.01% 2036
2022
Q3 		$11K Buy
129
+1
+0.8% +$91 ﹤0.01% 2032
2022
Q2 		$11K Hold
128
– – ﹤0.01% 2070
2022
Q1 		$13K Buy
128
+1
+0.8% +$105 ﹤0.01% 2040
2021
Q4 		$14K Buy
127
+1
+0.8% +$111 ﹤0.01% 1946
2021
Q3 		$13K Hold
126
– – ﹤0.01% 1941
2021
Q2 		$13K Buy
126
+1
+0.8% +$99 ﹤0.01% 1892
2021
Q1 		$12K Hold
125
– – ﹤0.01% 1773
2020
Q4 		$10K Hold
125
– – ﹤0.01% 1698
2020
Q3 		$8K Buy
125
+1
+0.8% +$62 ﹤0.01% 1721
2020
Q2 		$7K Buy
+124
New +$7.26K ﹤0.01% 1684
2019
Q2 		– Sell
-74
Closed -$4K – 2091
2019
Q1 		$4K Buy
+74
New +$4.44K ﹤0.01% 1626

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

SignatureFD's IAI Position: Q3 2026 in Review

SignatureFD held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q3 2026 at 201 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

SignatureFD first reported a position in IAI in Q1 2019 and has held it in 23 quarters since. The position peaked at $46.5K in Q3 2024. 120 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

  • SignatureFD held 201 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $35.3K as of Q3 2026.
  • SignatureFD left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q3 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2157 holding.
  • SignatureFD first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2019 and has held it in 23 quarters since.
  • SignatureFD's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $46.5K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.