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Trust Company of Vermont’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Trust Company of Vermont’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 		$35.1K Buy
+200
New +$35.6K ﹤0.01% 687
2025
Q4 		$35.9K Hold
200
– – ﹤0.01% 631
2025
Q3 		$35.4K Buy
+200
New +$34.8K ﹤0.01% 623

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
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
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Trust Company of Vermont's IAI Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 200 shares worth $35.1K. The stake represents ﹤0.01% of the portfolio and ranks #687 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in IAI as recently as Q4 2025.

Trust Company of Vermont first reported a position in IAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $35.9K in Q4 2025. 109 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Trust Company of Vermont held 200 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $35.1K as of Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Trust Company of Vermont position in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #687 holding.
  • Trust Company of Vermont first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2025 and has held it in 3 quarters since.
  • Trust Company of Vermont's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $35.9K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.