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

Truist Financial’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	$1.91M	Buy	10,875 +198	+2%	+$35.3K	﹤0.01%	1419
2026 Q1	$1.75M	Sell	10,677 -1,118	-9%	-$196K	﹤0.01%	1411
2025 Q4	$2.12M	Sell	11,795 -46	-0.4%	-$8.08K	﹤0.01%	1260
2025 Q3	$2.09M	Sell	11,841 -208	-2%	-$36.2K	﹤0.01%	1312
2025 Q2	$2.04M	Sell	12,049 -2,245	-16%	-$332K	﹤0.01%	1263
2025 Q1	$2M	Sell	14,294 -708,057	-98%	-$105M	﹤0.01%	1223
2024 Q4	$104M	Sell	722,351 -60,960	-8%	-$8.7M	0.16%	123
2024 Q3	$101M	Sell	783,311 -3,895	-0.5%	-$481K	0.16%	125
2024 Q2	$92M	Buy	787,206 +774,326	+6,012%	+$89.2M	0.14%	146
2024 Q1	$1.49M	Sell	12,880 -28,548	-69%	-$3.1M	﹤0.01%	1425
2023 Q4	$4.5M	Sell	41,428 -1,026	-2%	-$98.2K	0.01%	904
2023 Q3	$3.86M	Sell	42,454 -737	-2%	-$69.7K	0.01%	939
2023 Q2	$3.92M	Sell	43,191 -84	-0.2%	-$7.52K	0.01%	931
2023 Q1	$3.97M	Sell	43,275 -1,052	-2%	-$104K	0.01%	918
2022 Q4	$4.26M	Sell	44,327 -1,948	-4%	-$187K	0.01%	867
2022 Q3	$3.95M	Sell	46,275 -165	-0.4%	-$15.1K	0.01%	870
2022 Q2	$3.9M	Sell	46,440 -16,587	-26%	-$1.49M	0.01%	899
2022 Q1	$6.29M	Buy	63,027 +37,496	+147%	+$3.95M	0.01%	799
2021 Q4	$2.81M	Buy	25,531 +3,768	+17%	+$418K	﹤0.01%	1117
2021 Q3	$2.27M	Buy	21,763 +15,778	+264%	+$1.66M	﹤0.01%	1218
2021 Q2	$611K	Buy	5,985 +245	+4%	+$24.2K	﹤0.01%	1932
2021 Q1	$529K	Buy	5,740 +1,998	+53%	+$177K	﹤0.01%	1934
2020 Q4	$298K	Sell	3,742 -227	-6%	-$15.9K	﹤0.01%	2163
2020 Q3	$246K	Sell	3,969 -28	-0.7%	-$1.75K	﹤0.01%	2151
2020 Q2	$239K	Sell	3,997 -724	-15%	-$42.4K	﹤0.01%	2094
2020 Q1	$242K	Sell	4,721 -3,824	-45%	-$247K	﹤0.01%	1999
2019 Q4	$585K	Buy	+8,545	New	+$563K	﹤0.01%	1748

Other funds holding IAI

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Truist Financial's IAI Position: Q2 2026 in Review

Truist Financial increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 1.9% in Q2 2026, buying an estimated $35.3K and bringing the position to 10,875 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Truist Financial first reported a position in IAI in Q4 2019 and has held it in 27 quarters since. The position peaked at $104M in Q4 2024. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Truist Financial held 10,875 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $1.91M as of Q2 2026.
Truist Financial bought 198 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $35.3K.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1419 holding.
Truist Financial first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2019 and has held it in 27 quarters since.
Truist Financial's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $104M in Q4 2024.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.