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
Q2 		$2.98K Buy
+17
New +$3.03K ﹤0.01% 8460
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

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

Simplex Trading's IAI Position: Q2 2026 in Review

Simplex Trading opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 17 shares worth $2.98K. The stake represents ﹤0.01% of the portfolio and ranks #8460 among its holdings. This is a return to the name: Simplex Trading previously reported a position in IAI as recently as Q4 2025.

Simplex Trading first reported a position in IAI in Q4 2014 and has held it in 19 quarters since. The position peaked at $287K in Q4 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Simplex Trading held 17 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $2.98K as of Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Simplex Trading position in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8460 holding.
  • Simplex Trading first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2014 and has held it in 19 quarters since.
  • Simplex Trading's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $287K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.