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

Tudor 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	$3.19M	Sell	18,208 -627	-3%	-$112K	1.43%	15
2026 Q1	$3.09M	Sell	18,835 -177	-0.9%	-$31K	1.58%	13
2025 Q4	$3.41M	Buy	19,012 +168	+0.9%	+$29.5K	1.75%	11
2025 Q3	$3.33M	Buy	18,844 +418	+2%	+$72.8K	1.77%	11
2025 Q2	$3.12M	Sell	18,426 -425	-2%	-$62.8K	1.77%	12
2025 Q1	$2.64M	Buy	18,851 +166	+0.9%	+$24.7K	1.59%	14
2024 Q4	$2.69M	Buy	18,685 +612	+3%	+$87.3K	1.57%	17
2024 Q3	$2.32M	Buy	+18,073	New	+$2.23M	1.43%	18

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

Tudor Financial's IAI Position: Q2 2026 in Review

Tudor Financial reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 3.3% in Q2 2026, selling an estimated $112K and leaving 18,208 shares worth $3.19M. The position accounts for 1.43% of the portfolio, ranked #15.

Tudor Financial first reported a position in IAI in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.41M in Q4 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Tudor Financial held 18,208 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $3.19M as of Q2 2026.
Tudor Financial sold 627 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $112K.
iShares US Broker-Dealers & Securities Exchanges ETF made up 1.43% of Tudor Financial's portfolio in Q2 2026, its #15 holding.
Tudor Financial first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2024 and has held it in 8 quarters since.
Tudor Financial's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.41M in Q4 2025.
190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Tudor Financial's 13F filing for Q2 2026, filed 6 Aug 2026.