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Steward Partners Investment Advisory’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$5.42M Sell
30,939
-326
-1% -$58.1K 0.03% 534
2026
Q1 		$5.13M Sell
31,265
-2,908
-9% -$509K 0.03% 506
2025
Q4 		$6.13M Buy
34,173
+967
+3% +$170K 0.03% 422
2025
Q3 		$5.87M Buy
33,206
+4,663
+16% +$812K 0.03% 430
2025
Q2 		$4.83M Buy
28,543
+883
+3% +$130K 0.04% 440
2025
Q1 		$3.88M Sell
27,660
-788
-3% -$117K 0.03% 464
2024
Q4 		$4.1M Buy
28,448
+1,478
+5% +$211K 0.04% 427
2024
Q3 		$3.47M Buy
26,970
+4,705
+21% +$582K 0.03% 471
2024
Q2 		$2.6M Buy
22,265
+82
+0.4% +$9.45K 0.03% 508
2024
Q1 		$2.57M Buy
22,183
+36
+0.2% +$3.91K 0.03% 500
2023
Q4 		$2.4M Buy
22,147
+714
+3% +$68.3K 0.03% 455
2023
Q3 		$1.95M Buy
21,433
+228
+1% +$21.6K 0.03% 479
2023
Q2 		$1.92M Sell
21,205
-3,284
-13% -$294K 0.03% 489
2023
Q1 		$2.24M Sell
24,489
-380
-2% -$37.4K 0.04% 442
2022
Q4 		$2.39M Buy
24,869
+328
+1% +$31.4K 0.04% 407
2022
Q3 		$2.1M Buy
24,541
+987
+4% +$90.3K 0.04% 414
2022
Q2 		$1.98M Sell
23,554
-14,670
-38% -$1.32M 0.04% 436
2022
Q1 		$3.82M Buy
38,224
+3,686
+11% +$389K 0.06% 319
2021
Q4 		$3.81M Buy
34,538
+13,220
+62% +$1.47M 0.06% 322
2021
Q3 		$2.23M Sell
21,318
-107
-0.5% -$11.3K 0.04% 426
2021
Q2 		$2.19M Buy
21,425
+2,966
+16% +$293K 0.04% 428
2021
Q1 		$1.7M Buy
18,459
+17,759
+2,537% +$1.58M 0.03% 477
2020
Q4 		$56K Hold
700
– – ﹤0.01% 1614
2020
Q3 		$43K Hold
700
– – ﹤0.01% 1564
2020
Q2 		$42K Sell
700
-3,669
-84% -$215K ﹤0.01% 1486
2020
Q1 		$223K Sell
4,369
-4,427
-50% -$286K 0.01% 759
2019
Q4 		$602K Buy
8,796
+989
+13% +$65.1K 0.02% 581
2019
Q3 		$502K Buy
7,807
+1,888
+32% +$122K 0.02% 580
2019
Q2 		$373K Buy
+5,919
New +$369K 0.01% 631
2018
Q4 		– Sell
-700
Closed -$44K – 1388
2018
Q3 		$44K Hold
700
– – ﹤0.01% 1246
2018
Q2 		$45K Hold
700
– – ﹤0.01% 1138
2018
Q1 		$45K Buy
+700
New +$46.2K ﹤0.01% 1038

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Steward Partners Investment Advisory's IAI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 1% in Q2 2026, selling an estimated $58.1K and leaving 30,939 shares worth $5.42M. The position accounts for 0.03% of the portfolio, ranked #534.

Steward Partners Investment Advisory first reported a position in IAI in Q1 2018 and has held it in 32 quarters since. The position peaked at $6.13M in Q4 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Steward Partners Investment Advisory held 30,939 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $5.42M as of Q2 2026.
  • Steward Partners Investment Advisory sold 326 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $58.1K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #534 holding.
  • Steward Partners Investment Advisory first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2018 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $6.13M in Q4 2025.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.