SS
IAI icon

Steve Schonfeld’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Steve Schonfeld’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
Q1 		– Sell
-6,937
Closed -$1,000K – 2329
2024
Q4 		$1,000K Buy
+6,937
New +$990K 0.01% 1121

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Steve Schonfeld's IAI Position: Q1 2025 in Review

Steve Schonfeld sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2025, closing a stake of 6,937 shares — an estimated $1,000K sold.

Steve Schonfeld first reported a position in IAI in Q4 2024 and held it in 1 quarter. The position peaked at $1,000K in Q4 2024. 179 funds tracked by Wall St. Rank hold IAI as of Q1 2025.

  • Steve Schonfeld reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2025 after selling out during the quarter.
  • Steve Schonfeld sold 6,937 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2025, an estimated $1,000K.
  • Steve Schonfeld first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and held it in 1 quarter.
  • Steve Schonfeld's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1,000K in Q4 2024.
  • 179 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2025, filed 15 May 2025.