UBS Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14M | Sell |
85,067
-2,952
| -3% | -$516K | ﹤0.01% | 2991 |
|
|
2025
Q4 | $15.8M | Sell |
88,019
-30,325
| -26% | -$5.33M | ﹤0.01% | 2809 |
|
|
2025
Q3 | $20.9M | Buy |
118,344
+37,634
| +47% | +$6.55M | ﹤0.01% | 2508 |
|
|
2025
Q2 | $13.7M | Buy |
80,710
+10,256
| +15% | +$1.51M | ﹤0.01% | 2782 |
|
|
2025
Q1 | $9.87M | Sell |
70,454
-38,841
| -36% | -$5.78M | ﹤0.01% | 3054 |
|
|
2024
Q4 | $15.7M | Buy |
109,295
+41,414
| +61% | +$5.91M | ﹤0.01% | 2588 |
|
|
2024
Q3 | $8.73M | Buy |
67,881
+21,855
| +47% | +$2.7M | ﹤0.01% | 2499 |
|
|
2024
Q2 | $5.38M | Buy |
46,026
+709
| +2% | +$81.7K | ﹤0.01% | 2803 |
|
|
2024
Q1 | $5.26M | Sell |
45,317
-3,889
| -8% | -$423K | ﹤0.01% | 2916 |
|
|
2023
Q4 | $5.34M | Sell |
49,206
-577
| -1% | -$55.2K | ﹤0.01% | 2718 |
|
|
2023
Q3 | $4.53M | Sell |
49,783
-10,207
| -17% | -$965K | ﹤0.01% | 2677 |
|
|
2023
Q2 | $5.44M | Sell |
59,990
-97,597
| -62% | -$8.74M | ﹤0.01% | 2492 |
|
|
2023
Q1 | $14.4M | Sell |
157,587
-4,044
| -3% | -$398K | 0.01% | 1635 |
|
|
2022
Q4 | $15.5M | Buy |
161,631
+76,642
| +90% | +$7.34M | 0.01% | 1601 |
|
|
2022
Q3 | $7.26M | Buy |
84,989
+4,686
| +6% | +$429K | ﹤0.01% | 2043 |
|
|
2022
Q2 | $6.74M | Sell |
80,303
-11,722
| -13% | -$1.05M | ﹤0.01% | 2123 |
|
|
2022
Q1 | $9.19M | Buy |
92,025
+6,863
| +8% | +$724K | ﹤0.01% | 2005 |
|
|
2021
Q4 | $9.38M | Sell |
85,162
-2,821
| -3% | -$313K | ﹤0.01% | 2193 |
|
|
2021
Q3 | $9.19M | Sell |
87,983
-14,184
| -14% | -$1.49M | ﹤0.01% | 2094 |
|
|
2021
Q2 | $10.4M | Buy |
102,167
+32,536
| +47% | +$3.21M | ﹤0.01% | 1993 |
|
|
2021
Q1 | $6.42M | Buy |
69,631
+29,858
| +75% | +$2.65M | ﹤0.01% | 2355 |
|
|
2020
Q4 | $3.16M | Buy |
39,773
+2,821
| +8% | +$197K | ﹤0.01% | 2927 |
|
|
2020
Q3 | $2.29M | Buy |
36,952
+1,270
| +4% | +$79.3K | ﹤0.01% | 2927 |
|
|
2020
Q2 | $2.14M | Sell |
35,682
-16,685
| -32% | -$977K | ﹤0.01% | 2808 |
|
|
2020
Q1 | $2.68M | Sell |
52,367
-4,169
| -7% | -$269K | ﹤0.01% | 2478 |
|
|
2019
Q4 | $3.87M | Sell |
56,536
-10,000
| -15% | -$658K | ﹤0.01% | 2857 |
|
|
2019
Q3 | $4.28M | Sell |
66,536
-1,137
| -2% | -$73.4K | ﹤0.01% | 2537 |
|
|
2019
Q2 | $4.27M | Sell |
67,673
-3,143
| -4% | -$196K | ﹤0.01% | 2458 |
|
|
2019
Q1 | $4.16M | Sell |
70,816
-19,767
| -22% | -$1.19M | ﹤0.01% | 2358 |
|
|
2018
Q4 | $5.08M | Sell |
90,583
-79,816
| -47% | -$4.78M | ﹤0.01% | 2135 |
|
|
2018
Q3 | $10.6M | Sell |
170,399
-38,888
| -19% | -$2.53M | ﹤0.01% | 1737 |
|
|
2018
Q2 | $13.4M | Buy |
209,287
+132,885
| +174% | +$8.88M | 0.01% | 1480 |
|
|
2018
Q1 | $5M | Buy |
76,402
+16,927
| +28% | +$1.12M | ﹤0.01% | 2310 |
|
|
2017
Q4 | $3.73M | Buy |
59,475
+10,853
| +22% | +$648K | ﹤0.01% | 2639 |
|
|
2017
Q3 | $2.78M | Buy |
48,622
+67
| +0.1% | +$3.63K | ﹤0.01% | 2802 |
|
|
2017
Q2 | $2.59M | Buy |
48,555
+849
| +2% | +$43.4K | ﹤0.01% | 2765 |
|
|
2017
Q1 | $2.44M | Sell |
47,706
-3,824
| -7% | -$198K | ﹤0.01% | 2751 |
|
|
2016
Q4 | $2.55M | Buy |
51,530
+7,563
| +17% | +$347K | ﹤0.01% | 2694 |
|
|
2016
Q3 | $1.83M | Sell |
43,967
-1,500
| -3% | -$59.9K | ﹤0.01% | 2922 |
|
|
2016
Q2 | $1.64M | Sell |
45,467
-9,078
| -17% | -$341K | ﹤0.01% | 2938 |
|
|
2016
Q1 | $2.04M | Sell |
54,545
-31,914
| -37% | -$1.16M | ﹤0.01% | 2660 |
|
|
2015
Q4 | $3.59M | Sell |
86,459
-19,512
| -18% | -$807K | ﹤0.01% | 2252 |
|
|
2015
Q3 | $4.08M | Sell |
105,971
-18,824
| -15% | -$792K | ﹤0.01% | 2087 |
|
|
2015
Q2 | $5.47M | Buy |
124,795
+10,253
| +9% | +$447K | ﹤0.01% | 1990 |
|
|
2015
Q1 | $4.91M | Sell |
114,542
-8,574
| -7% | -$357K | ﹤0.01% | 2092 |
|
|
2014
Q4 | $5.25M | Buy |
+123,116
| New | +$4.97M | ﹤0.01% | 2052 |
|
Other funds holding IAI
HIIFS
AC
UBS Group's IAI Position: Q1 2026 in Review
UBS Group reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 3.4% in Q1 2026, selling an estimated $516K and leaving 85,067 shares worth $14M. The position accounts for ﹤0.01% of the portfolio, ranked #2991.
UBS Group first reported a position in IAI in Q4 2014 and has held it in 46 quarters since. The position peaked at $20.9M in Q3 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.
- UBS Group held 85,067 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $14M as of Q1 2026.
- UBS Group sold 2,952 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $516K.
- iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2991 holding.
- UBS Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2014 and has held it in 46 quarters since.
- UBS Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $20.9M in Q3 2025.
- 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.