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Trivium Point Advisory’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Trivium Point Advisory’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
-6,525
Closed -$1.17M – 299
2025
Q4 		$1.17M Sell
6,525
-417
-6% -$73.2K 0.12% 163
2025
Q3 		$1.23M Buy
6,942
+10
+0.1% +$1.74K 0.13% 155
2025
Q2 		$1.17M Buy
+6,932
New +$1.02M 0.13% 159

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

Trivium Point Advisory's IAI Position: Q1 2026 in Review

Trivium Point Advisory sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 6,525 shares — an estimated $1.17M sold.

Trivium Point Advisory first reported a position in IAI in Q2 2025 and held it in 3 quarters. The position peaked at $1.23M in Q3 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Trivium Point Advisory reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
  • Trivium Point Advisory sold 6,525 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $1.17M.
  • Trivium Point Advisory first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2025 and held it in 3 quarters.
  • Trivium Point Advisory's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.23M in Q3 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.