Tucker Asset Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Tucker Asset Management’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
2025 Q4	–	Sell	-160	Closed	-$28.3K	–	1082
2025 Q3	$28.3K	Buy	160 +143	+841%	+$24.9K	0.01%	212
2025 Q2	$2.88K	Hold	17	–	–	﹤0.01%	264
2025 Q1	$2.38K	Buy	+17	New	+$2.53K	﹤0.01%	279
2024 Q3	–	Sell	-96	Closed	-$11.2K	–	1563
2024 Q2	$11.2K	Sell	96 -95	-50%	-$10.9K	﹤0.01%	793
2024 Q1	$22.2K	Hold	191	–	–	0.01%	637
2023 Q4	$20.7K	Sell	191 -90	-32%	-$8.61K	0.01%	522
2023 Q3	$25.6K	Hold	281	–	–	0.01%	447
2023 Q2	$25.5K	Sell	281 -182	-39%	-$16.3K	0.01%	364
2023 Q1	$42.4K	Sell	463 -28	-6%	-$2.76K	0.01%	282
2022 Q4	$47.5K	Hold	491	–	–	0.02%	150
2022 Q3	$47.1K	Buy	+491	New	+$44.9K	0.02%	136

Other funds holding IAI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Tucker Asset Management's IAI Position: Q4 2025 in Review

Tucker Asset Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2025, closing a stake of 160 shares — an estimated $28.3K sold.

Tucker Asset Management first reported a position in IAI in Q3 2022 and held it in 11 quarters. The position peaked at $47.5K in Q4 2022. 191 funds tracked by Wall St. Rank hold IAI as of Q4 2025.

Tucker Asset Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2025 after selling out during the quarter.
Tucker Asset Management sold 160 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2025, an estimated $28.3K.
Tucker Asset Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2022 and held it in 11 quarters.
Tucker Asset Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $47.5K in Q4 2022.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.