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TS Financial Group (TSFG)’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

TS Financial Group (TSFG)’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 		$1K Hold
8
– – ﹤0.01% 813
2026
Q1 		$1K Buy
+8
New +$1.4K ﹤0.01% 781

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
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

TS Financial Group (TSFG)'s IAI Position: Q2 2026 in Review

TS Financial Group (TSFG) held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

TS Financial Group (TSFG) first reported a position in IAI in Q1 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • TS Financial Group (TSFG) held 8 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $1K as of Q2 2026.
  • TS Financial Group (TSFG) left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #813 holding.
  • TS Financial Group (TSFG) first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.