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Summit Financial’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Summit Financial’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
Q1 		$353K Sell
2,149
-294
-12% -$51.4K ﹤0.01% 1119
2025
Q4 		$438K Hold
2,443
– – 0.01% 934
2025
Q3 		$432K Buy
2,443
+122
+5% +$21.2K 0.01% 928
2025
Q2 		$393K Sell
2,321
-34
-1% -$5.02K 0.01% 620
2025
Q1 		$330K Buy
2,355
+33
+1% +$4.91K 0.01% 592
2024
Q4 		$335K Sell
2,322
-61
-3% -$8.71K 0.01% 517
2024
Q3 		$306K Hold
2,383
– – 0.01% 458
2024
Q2 		$279K Hold
2,383
– – 0.01% 427
2024
Q1 		$276K Hold
2,383
– – 0.02% 327
2023
Q4 		$259K Hold
2,383
– – 0.02% 312
2023
Q3 		$218K Sell
2,383
-60
-2% -$5.67K 0.02% 312
2023
Q2 		$222K Buy
+2,443
New +$219K 0.02% 304

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Summit Financial's IAI Position: Q1 2026 in Review

Summit Financial reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 12% in Q1 2026, selling an estimated $51.4K and leaving 2,149 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Summit Financial first reported a position in IAI in Q2 2023 and has held it in 12 quarters since. The position peaked at $438K in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Summit Financial held 2,149 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $353K as of Q1 2026.
  • Summit Financial sold 294 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $51.4K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1119 holding.
  • Summit Financial first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2023 and has held it in 12 quarters since.
  • Summit Financial's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $438K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.