Truist Financial
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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
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

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

Truist Financial's IAI Position: Q1 2026 in Review

Truist Financial reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 9.5% in Q1 2026, selling an estimated $196K and leaving 10,677 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Truist Financial first reported a position in IAI in Q4 2019 and has held it in 26 quarters since. The position peaked at $104M in Q4 2024. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Truist Financial held 10,677 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $1.75M as of Q1 2026.
  • Truist Financial sold 1,118 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $196K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1411 holding.
  • Truist Financial first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $104M in Q4 2024.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.