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

SWMG LLC’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	$281K	Hold	1,453	–	–	0.07%	88
2026 Q1	$239K	Buy	1,453 +6	+0.4%	+$1.05K	0.07%	107
2025 Q4	$258K	Buy	1,447 +3	+0.2%	+$527	0.07%	103
2025 Q3	$248K	Buy	1,444 +4	+0.3%	+$696	0.08%	99
2025 Q2	$252K	Buy	+1,440	New	+$213K	0.08%	106
2025 Q1	–	Sell	-1,432	Closed	-$220K	–	113
2024 Q4	$220K	Buy	1,432 +4	+0.3%	+$571	0.09%	111
2024 Q3	$212K	Buy	+1,428	New	+$177K	0.09%	116

Other funds holding IAI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWMG LLC's IAI Position: Q2 2026 in Review

SWMG LLC held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 1,453 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #88.

SWMG LLC first reported a position in IAI in Q3 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

SWMG LLC held 1,453 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $281K as of Q2 2026.
SWMG LLC left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.07% of SWMG LLC's portfolio in Q2 2026, its #88 holding.
SWMG LLC first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2024 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.