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

Spire Wealth 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
2025 Q3	–	Sell	-352	Closed	-$59.5K	–	2414
2025 Q2	$59.5K	Sell	352 -22	-6%	-$3.25K	﹤0.01%	1139
2025 Q1	$52.4K	Sell	374 -1,077	-74%	-$160K	﹤0.01%	1260
2024 Q4	$209K	Buy	+1,451	New	+$207K	0.01%	806
2024 Q3	–	Sell	-257	Closed	-$30.1K	–	2216
2024 Q2	$30.1K	Buy	+257	New	+$29.6K	﹤0.01%	1286
2024 Q1	–	Sell	-678	Closed	-$71.1K	–	2352
2023 Q4	$71.1K	Buy	+678	New	+$64.9K	﹤0.01%	1089
2023 Q1	–	Sell	-1,127	Closed	-$108K	–	2530
2022 Q4	$108K	Buy	1,127 +323	+40%	+$30.9K	0.01%	714
2022 Q3	$69K	Buy	+804	New	+$73.5K	﹤0.01%	840
2022 Q1	–	Sell	-34	Closed	-$4K	–	2681
2021 Q4	$4K	Sell	34 -36	-51%	-$4K	﹤0.01%	2628
2021 Q3	$7K	Buy	+70	New	+$7.37K	﹤0.01%	2193

Other funds holding IAI

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Spire Wealth Management's IAI Position: Q3 2025 in Review

Spire Wealth Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2025, closing a stake of 352 shares — an estimated $59.5K sold.

Spire Wealth Management first reported a position in IAI in Q3 2021 and held it in 9 quarters. The position peaked at $209K in Q4 2024. 184 funds tracked by Wall St. Rank hold IAI as of Q3 2025.

Spire Wealth Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2025 after selling out during the quarter.
Spire Wealth Management sold 352 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2025, an estimated $59.5K.
Spire Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2021 and held it in 9 quarters.
Spire Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $209K in Q4 2024.
184 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.