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Thurston Springer Miller Herd & Titak’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$47.2K Hold
269
– – 0.02% 485
2026
Q1 		$44.2K Hold
269
– – 0.02% 567
2025
Q4 		$48.3K Buy
+269
New +$47.2K 0.02% 503
2025
Q3 		– Sell
-294
Closed -$49.9K – 921
2025
Q2 		$49.9K Hold
294
– – 0.01% 673
2025
Q1 		$41.3K Buy
294
+244
+488% +$36.3K 0.01% 681
2024
Q4 		$7.31K Buy
+50
New +$7.13K ﹤0.01% 957

Other funds holding IAI

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's IAI Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 269 shares worth $47.2K. The position accounts for 0.02% of the portfolio, ranked #485.

Thurston Springer Miller Herd & Titak first reported a position in IAI in Q4 2024 and has held it in 6 quarters since. The position peaked at $49.9K in Q2 2025. 20 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 269 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $47.2K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.02% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #485 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 6 quarters since.
  • Thurston Springer Miller Herd & Titak's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $49.9K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.