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

Sunbelt Securities’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 		– Sell
-41
Closed -$7.35K – 3032
2025
Q4 		$7.35K Hold
41
– – ﹤0.01% 1522
2025
Q3 		$7.25K Sell
41
-252
-86% -$43.9K ﹤0.01% 1530
2025
Q2 		$42.2K Buy
293
+252
+615% +$37.2K ﹤0.01% 981
2025
Q1 		$5.75K Sell
41
-252
-86% -$37.5K ﹤0.01% 1393
2024
Q4 		$42.3K Hold
293
– – ﹤0.01% 981
2024
Q3 		$37.6K Buy
293
+1
+0.3% +$124 ﹤0.01% 1013
2024
Q2 		$34.2K Buy
292
+41
+16% +$4.72K ﹤0.01% 994
2024
Q1 		$29.1K Hold
251
– – ﹤0.01% 1009
2023
Q4 		$27.2K Buy
251
+1
+0.4% +$96 ﹤0.01% 952
2023
Q3 		$22.8K Sell
250
-233
-48% -$22K ﹤0.01% 983
2023
Q2 		$43.8K Buy
483
+2
+0.4% +$179 0.01% 827
2023
Q1 		$43.4K Buy
+481
New +$47.3K 0.01% 786

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

Sunbelt Securities's IAI Position: Q1 2026 in Review

Sunbelt Securities sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 41 shares — an estimated $7.35K sold.

Sunbelt Securities first reported a position in IAI in Q1 2023 and held it in 12 quarters. The position peaked at $43.8K in Q2 2023. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Sunbelt Securities reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 41 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $7.35K.
  • Sunbelt Securities first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2023 and held it in 12 quarters.
  • Sunbelt Securities's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $43.8K in Q2 2023.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.