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TD Waterhouse Canada’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

TD Waterhouse Canada’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 		$24.7K Sell
150
-31
-17% -$5.42K ﹤0.01% 1544
2025
Q4 		$32.5K Sell
181
-8
-4% -$1.41K ﹤0.01% 1291
2025
Q3 		$32.9K Hold
189
– – ﹤0.01% 1290
2025
Q2 		$31.9K Buy
189
+39
+26% +$5.76K ﹤0.01% 1214
2025
Q1 		$21.1K Hold
150
– – ﹤0.01% 1261
2024
Q4 		$21.6K Buy
150
+50
+50% +$7.13K ﹤0.01% 1264
2024
Q3 		$12.8K Hold
100
– – ﹤0.01% 1315
2024
Q2 		$11.8K Hold
100
– – ﹤0.01% 1327
2024
Q1 		$11.4K Hold
100
– – ﹤0.01% 1348
2023
Q4 		$10.6K Hold
100
– – ﹤0.01% 1241
2023
Q3 		$9.02K Sell
100
-150
-60% -$14.2K ﹤0.01% 1256
2023
Q2 		$27.3K Hold
250
– – ﹤0.01% 1068
2023
Q1 		$27.4K Buy
250
+150
+150% +$14.8K ﹤0.01% 1041
2022
Q4 		$9.64K Hold
100
– – ﹤0.01% 1218
2022
Q3 		$8.71K Hold
100
– – ﹤0.01% 1254
2022
Q2 		$8.45K Hold
100
– – ﹤0.01% 1288
2022
Q1 		$9.99K Hold
100
– – ﹤0.01% 1332
2021
Q4 		$11.4K Buy
+100
New +$11.1K ﹤0.01% 1321

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

TD Waterhouse Canada's IAI Position: Q1 2026 in Review

TD Waterhouse Canada reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 17% in Q1 2026, selling an estimated $5.42K and leaving 150 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

TD Waterhouse Canada first reported a position in IAI in Q4 2021 and has held it in 18 quarters since. The position peaked at $32.9K in Q3 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • TD Waterhouse Canada held 150 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $24.7K as of Q1 2026.
  • TD Waterhouse Canada sold 31 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $5.42K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #1544 holding.
  • TD Waterhouse Canada first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2021 and has held it in 18 quarters since.
  • TD Waterhouse Canada's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $32.9K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.