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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
Q2 		$350K Sell
1,995
-154
-7% -$27.4K ﹤0.01% 1249
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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

Summit Financial's IAI Position: Q2 2026 in Review

Summit Financial reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 7.2% in Q2 2026, selling an estimated $27.4K and leaving 1,995 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Summit Financial first reported a position in IAI in Q2 2023 and has held it in 13 quarters since. The position peaked at $438K in Q4 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Summit Financial held 1,995 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $350K as of Q2 2026.
  • Summit Financial sold 154 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $27.4K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1249 holding.
  • Summit Financial first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2023 and has held it in 13 quarters since.
  • Summit Financial's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $438K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.