Sowell Financial Services’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Sowell Financial Services’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	-1,369	Closed	-$246K	–	1150
2025 Q4	$246K	Sell	1,369 -95	-6%	-$16.7K	0.01%	918
2025 Q3	$259K	Hold	1,464	–	–	0.01%	870
2025 Q2	$248K	Buy	+1,464	New	+$216K	0.01%	872
2021 Q2	–	Sell	-200	Closed	-$20K	–	1514
2021 Q1	$20K	Hold	200	–	–	﹤0.01%	2060
2020 Q4	$16K	Sell	200 -275	-58%	-$19.2K	﹤0.01%	1833
2020 Q3	$29K	Sell	475 -250	-34%	-$15.6K	﹤0.01%	1396
2020 Q2	$43K	Sell	725 -200	-22%	-$11.7K	﹤0.01%	1201
2020 Q1	$47K	Hold	925	–	–	﹤0.01%	1081
2019 Q4	$63K	Sell	925 -150	-14%	-$9.88K	﹤0.01%	1070
2019 Q3	$69K	Buy	+1,075	New	+$69.4K	0.01%	915

Other funds holding IAI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Sowell Financial Services's IAI Position: Q1 2026 in Review

Sowell Financial Services sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 1,369 shares — an estimated $246K sold.

Sowell Financial Services first reported a position in IAI in Q3 2019 and held it in 10 quarters. The position peaked at $259K in Q3 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

Sowell Financial Services reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
Sowell Financial Services sold 1,369 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $246K.
Sowell Financial Services first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2019 and held it in 10 quarters.
Sowell Financial Services's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $259K in Q3 2025.
172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.