Stifel Financial’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.55M | Sell |
39,881
-65,169
| -62% | -$11.4M | 0.01% | 1187 |
|
|
2025
Q4 | $18.8M | Sell |
105,050
-268
| -0.3% | -$47.1K | 0.02% | 659 |
|
|
2025
Q3 | $18.6M | Sell |
105,318
-3,140
| -3% | -$547K | 0.02% | 661 |
|
|
2025
Q2 | $18.3M | Buy |
108,458
+7,402
| +7% | +$1.09M | 0.02% | 632 |
|
|
2025
Q1 | $14.2M | Sell |
101,056
-54,238
| -35% | -$8.07M | 0.02% | 706 |
|
|
2024
Q4 | $22.4M | Sell |
155,294
-1,363
| -0.9% | -$195K | 0.02% | 536 |
|
|
2024
Q3 | $20.1M | Buy |
156,657
+101,263
| +183% | +$12.5M | 0.02% | 575 |
|
|
2024
Q2 | $6.48M | Buy |
55,394
+41,985
| +313% | +$4.84M | 0.01% | 1007 |
|
|
2024
Q1 | $1.56M | Buy |
13,409
+653
| +5% | +$71K | ﹤0.01% | 1905 |
|
|
2023
Q4 | $1.38M | Buy |
12,756
+1,014
| +9% | +$97K | ﹤0.01% | 1928 |
|
|
2023
Q3 | $1.07M | Sell |
11,742
-67,979
| -85% | -$6.43M | ﹤0.01% | 2007 |
|
|
2023
Q2 | $7.23M | Sell |
79,721
-30,793
| -28% | -$2.76M | 0.01% | 849 |
|
|
2023
Q1 | $10.1M | Sell |
110,514
-209
| -0.2% | -$20.6K | 0.01% | 684 |
|
|
2022
Q4 | $10.6M | Buy |
110,723
+4,219
| +4% | +$404K | 0.02% | 632 |
|
|
2022
Q3 | $9.1M | Buy |
106,504
+6,801
| +7% | +$622K | 0.01% | 670 |
|
|
2022
Q2 | $8.37M | Buy |
99,703
+3,978
| +4% | +$358K | 0.01% | 725 |
|
|
2022
Q1 | $9.56M | Buy |
95,725
+6,035
| +7% | +$636K | 0.01% | 749 |
|
|
2021
Q4 | $9.88M | Buy |
89,690
+2,782
| +3% | +$309K | 0.01% | 752 |
|
|
2021
Q3 | $9.07M | Sell |
86,908
-1,001
| -1% | -$105K | 0.01% | 751 |
|
|
2021
Q2 | $8.97M | Buy |
87,909
+81,647
| +1,304% | +$8.06M | 0.01% | 750 |
|
|
2021
Q1 | $577K | Buy |
6,262
+2,619
| +72% | +$232K | ﹤0.01% | 2388 |
|
|
2020
Q4 | $290K | Buy |
+3,643
| New | +$255K | ﹤0.01% | 2609 |
|
|
2020
Q2 | – | Sell |
-15,703
| Closed | -$808K | – | 2894 |
|
|
2020
Q1 | $808K | Sell |
15,703
-7,859
| -33% | -$507K | ﹤0.01% | 1567 |
|
|
2019
Q4 | $1.61M | Sell |
23,562
-31,152
| -57% | -$2.05M | ﹤0.01% | 1471 |
|
|
2019
Q3 | $3.52M | Buy |
54,714
+6,486
| +13% | +$419K | 0.01% | 989 |
|
|
2019
Q2 | $3.04M | Buy |
48,228
+4,470
| +10% | +$279K | 0.01% | 1071 |
|
|
2019
Q1 | $2.57M | Buy |
43,758
+7,748
| +22% | +$465K | 0.01% | 1110 |
|
|
2018
Q4 | $2.03M | Buy |
36,010
+13,846
| +62% | +$829K | 0.01% | 1142 |
|
|
2018
Q3 | $1.38M | Sell |
22,164
-11,063
| -33% | -$719K | ﹤0.01% | 1470 |
|
|
2018
Q2 | $2.13M | Buy |
33,227
+1,947
| +6% | +$130K | 0.01% | 1176 |
|
|
2018
Q1 | $2.04M | Buy |
31,280
+19,570
| +167% | +$1.29M | 0.01% | 1148 |
|
|
2017
Q4 | $737K | Buy |
11,710
+195
| +2% | +$11.6K | ﹤0.01% | 1705 |
|
|
2017
Q3 | $657K | Buy |
+11,515
| New | +$624K | ﹤0.01% | 1726 |
|
|
2016
Q1 | – | Sell |
-41,764
| Closed | -$1.73M | – | 2304 |
|
|
2015
Q4 | $1.73M | Buy |
41,764
+548
| +1% | +$22.7K | 0.01% | 1030 |
|
|
2015
Q3 | $1.59M | Buy |
41,216
+8,520
| +26% | +$358K | 0.01% | 1021 |
|
|
2015
Q2 | $1.43M | Buy |
32,696
+2,020
| +7% | +$88.1K | 0.01% | 1177 |
|
|
2015
Q1 | $1.31M | Buy |
30,676
+15,596
| +103% | +$649K | 0.01% | 1152 |
|
|
2014
Q4 | $643K | Buy |
15,080
+2,020
| +15% | +$81.6K | ﹤0.01% | 1493 |
|
|
2014
Q3 | $513K | Buy |
13,060
+898
| +7% | +$34.6K | ﹤0.01% | 1511 |
|
|
2014
Q2 | $458K | Sell |
12,162
-9,521
| -44% | -$353K | ﹤0.01% | 1549 |
|
|
2014
Q1 | $837K | Buy |
+21,683
| New | +$831K | 0.01% | 1166 |
|
Other funds holding IAI
HIIFS
AC
Stifel Financial's IAI Position: Q1 2026 in Review
Stifel Financial reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 62% in Q1 2026, selling an estimated $11.4M and leaving 39,881 shares worth $6.55M. The position accounts for 0.01% of the portfolio, ranked #1187.
Stifel Financial first reported a position in IAI in Q1 2014 and has held it in 41 quarters since. The position peaked at $22.4M in Q4 2024. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.
- Stifel Financial held 39,881 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $6.55M as of Q1 2026.
- Stifel Financial sold 65,169 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $11.4M.
- iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1187 holding.
- Stifel Financial first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2014 and has held it in 41 quarters since.
- Stifel Financial's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $22.4M in Q4 2024.
- 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.