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

Simplex Trading’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 		– Sell
-1,598
Closed -$287K – 9539
2025
Q4 		$287K Buy
+1,598
New +$281K ﹤0.01% 3864
2025
Q3 		– Sell
-1,012
Closed -$171K – 9460
2025
Q2 		$171K Buy
+1,012
New +$149K ﹤0.01% 4673
2023
Q3 		– Sell
-100
Closed -$9K – 9142
2023
Q2 		$9K Buy
+100
New +$8.96K ﹤0.01% 7492
2022
Q3 		– Sell
-308
Closed -$25K – 10328
2022
Q2 		$25K Buy
+308
New +$27.7K ﹤0.01% 7335
2022
Q1 		– Sell
-572
Closed -$63K – 10825
2021
Q4 		$63K Sell
572
-794
-58% -$88.1K ﹤0.01% 6914
2021
Q3 		$139K Hold
1,366
– – ﹤0.01% 6147
2021
Q2 		$139K Buy
+1,366
New +$135K ﹤0.01% 6249
2020
Q3 		– Sell
-64
Closed -$3K – 8084
2020
Q2 		$3K Sell
64
-107
-63% -$6.27K ﹤0.01% 7150
2020
Q1 		$8K Buy
171
+101
+144% +$6.52K ﹤0.01% 6602
2019
Q4 		$4K Buy
+70
New +$4.61K ﹤0.01% 6775
2019
Q3 		– Sell
-120
Closed -$7K – 7514
2019
Q2 		$7K Buy
+120
New +$7.48K ﹤0.01% 6292
2018
Q4 		– Sell
-160
Closed -$9K – 7341
2018
Q3 		$9K Buy
+160
New +$10.4K ﹤0.01% 6466
2018
Q2 		– Sell
-59
Closed -$3K – 7569
2018
Q1 		$3K Sell
59
-529
-90% -$34.9K ﹤0.01% 4984
2017
Q4 		$36K Sell
588
-2,379
-80% -$142K ﹤0.01% 2744
2017
Q3 		$169K Buy
+2,967
New +$161K 0.01% 1313
2017
Q2 		– Sell
-3,704
Closed -$189K – 6396
2017
Q1 		$189K Buy
+3,704
New +$192K 0.01% 1247
2015
Q2 		– Sell
-200
Closed -$8K – 5453
2015
Q1 		$8K Sell
200
-1,207
-86% -$50.2K ﹤0.01% 3117
2014
Q4 		$60K Buy
+1,407
New +$56.8K 0.01% 1239

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

Simplex Trading's IAI Position: Q1 2026 in Review

Simplex Trading sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 1,598 shares — an estimated $287K sold.

Simplex Trading first reported a position in IAI in Q4 2014 and held it in 18 quarters. The position peaked at $287K in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Simplex Trading reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 1,598 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $287K.
  • Simplex Trading first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2014 and held it in 18 quarters.
  • Simplex Trading's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $287K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.