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Strategic Blueprint’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Strategic Blueprint’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
-1,513
Closed -$256K – 740
2025
Q2 		$256K Buy
1,513
+69
+5% +$10.2K 0.01% 601
2025
Q1 		$202K Buy
+1,444
New +$215K 0.01% 652

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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Blueprint's IAI Position: Q3 2025 in Review

Strategic Blueprint sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2025, closing a stake of 1,513 shares — an estimated $256K sold.

Strategic Blueprint first reported a position in IAI in Q1 2025 and held it in 2 quarters. The position peaked at $256K in Q2 2025. 184 funds tracked by Wall St. Rank hold IAI as of Q3 2025.

  • Strategic Blueprint reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Blueprint sold 1,513 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2025, an estimated $256K.
  • Strategic Blueprint first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and held it in 2 quarters.
  • Strategic Blueprint's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $256K in Q2 2025.
  • 184 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2025.

Based on Strategic Blueprint's 13F filing for Q3 2025, filed 23 Oct 2025.