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Smartleaf Asset Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Smartleaf Asset Management’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
-16
Closed -$2.9K – 3588
2025
Q4 		$2.9K Hold
16
– – ﹤0.01% 2874
2025
Q3 		$2.85K Buy
+16
New +$2.79K ﹤0.01% 2519

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Smartleaf Asset Management's IAI Position: Q1 2026 in Review

Smartleaf Asset Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 16 shares — an estimated $2.9K sold.

Smartleaf Asset Management first reported a position in IAI in Q3 2025 and held it in 2 quarters. The position peaked at $2.9K in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Smartleaf Asset Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 16 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $2.9K.
  • Smartleaf Asset Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2025 and held it in 2 quarters.
  • Smartleaf Asset Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $2.9K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.