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

SPC Financial Inc’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
2025
Q3 		$29.9M Buy
169,156
+298
+0.2% +$51.9K 2.34% 9
2025
Q2 		$28.6M Sell
168,858
-856
-0.5% -$126K 2.39% 8
2025
Q1 		$23.8M Buy
169,714
+31
+0% +$4.61K 2.09% 12
2024
Q4 		$24.5M Buy
169,683
+37,678
+29% +$5.38M 2.13% 12
2024
Q3 		$17M Buy
132,005
+127,767
+3,015% +$15.8M 1.49% 23
2024
Q2 		$496K Sell
4,238
-148
-3% -$17.1K 0.05% 156
2024
Q1 		$509K Sell
4,386
-2,740
-38% -$298K 0.05% 154
2023
Q4 		$773K Sell
7,126
-1,130
-14% -$108K 0.08% 112
2023
Q3 		$752K Sell
8,256
-177,294
-96% -$16.8M 0.08% 101
2023
Q2 		$16.8M Sell
185,550
-27,182
-13% -$2.43M 1.82% 22
2023
Q1 		$19.5M Buy
212,732
+5,574
+3% +$549K 2.22% 12
2022
Q4 		$19.9M Sell
207,158
-12,803
-6% -$1.23M 2.35% 11
2022
Q3 		$18.8M Buy
219,961
+280
+0.1% +$25.6K 2.34% 11
2022
Q2 		$18.4M Buy
219,681
+1,412
+0.6% +$127K 2.28% 11
2022
Q1 		$21.8M Buy
218,269
+3,809
+2% +$402K 2.53% 10
2021
Q4 		$23.6M Buy
214,460
+3,189
+2% +$354K 2.64% 9
2021
Q3 		$22.1M Buy
211,271
+26,064
+14% +$2.74M 2.73% 10
2021
Q2 		$18.9M Buy
+185,207
New +$18.3M 2.29% 15
2019
Q4 		– Sell
-211,982
Closed -$13.6M – 143
2019
Q3 		$13.6M Sell
211,982
-545
-0.3% -$35.2K 2.88% 9
2019
Q2 		$13.4M Buy
212,527
+2,672
+1% +$167K 2.7% 9
2019
Q1 		$12.3M Buy
209,855
+15,020
+8% +$901K 2.64% 12
2018
Q4 		$10.9M Buy
+194,835
New +$11.7M 3.01% 13
2015
Q2 		– Sell
-134,601
Closed -$5.77M – 114
2015
Q1 		$5.77M Buy
134,601
+24,505
+22% +$1.02M 1.58% 20
2014
Q4 		$4.7M Buy
110,096
+2,152
+2% +$86.9K 1.37% 25
2014
Q3 		$4.24M Sell
107,944
-473
-0.4% -$18.3K 1.23% 32
2014
Q2 		$4.08M Buy
108,417
+16,782
+18% +$621K 1.14% 33
2014
Q1 		$3.54M Buy
+91,635
New +$3.51M 1.07% 34

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPC Financial Inc's IAI Position: Q3 2025 in Review

SPC Financial Inc increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 0.18% in Q3 2025, buying an estimated $51.9K and bringing the position to 169,156 shares worth $29.9M. The position accounts for 2.34% of the portfolio, ranked #9.

SPC Financial Inc first reported a position in IAI in Q1 2014 and has held it in 27 quarters since. 184 funds tracked by Wall St. Rank hold IAI as of Q3 2025.

  • SPC Financial Inc held 169,156 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $29.9M as of Q3 2025.
  • SPC Financial Inc bought 298 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2025, an estimated $51.9K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 2.34% of SPC Financial Inc's portfolio in Q3 2025, its #9 holding.
  • SPC Financial Inc first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2014 and has held it in 27 quarters since.
  • 184 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.