Valley National Advisers’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Valley National Advisers’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	-14	Closed	-$2K	–	922
2025 Q3	$2K	Buy	+14	New	+$2.44K	﹤0.01%	737
2020 Q2	–	Sell	-373	Closed	-$19K	–	806
2020 Q1	$19K	Hold	373	–	–	0.01%	385
2019 Q4	$26K	Hold	373	–	–	0.01%	390
2019 Q3	$24K	Hold	373	–	–	0.01%	394
2019 Q2	$24K	Hold	373	–	–	0.01%	369
2019 Q1	$22K	Hold	373	–	–	0.01%	374
2018 Q4	$21K	Hold	373	–	–	0.01%	354
2018 Q3	$23K	Hold	373	–	–	0.01%	336
2018 Q2	$24K	Hold	373	–	–	0.01%	316
2018 Q1	$24K	Hold	373	–	–	0.01%	315
2017 Q4	$23K	Hold	373	–	–	0.01%	310
2017 Q3	$21K	Sell	373 -415	-53%	-$22.5K	0.01%	330
2017 Q2	$42K	Hold	788	–	–	0.02%	262
2017 Q1	$40K	Buy	788 +133	+20%	+$6.9K	0.02%	259
2016 Q4	$32K	Buy	+655	New	+$30K	0.01%	294

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

Valley National Advisers's IAI Position: Q4 2025 in Review

Valley National Advisers sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2025, closing a stake of 14 shares — an estimated $2K sold.

Valley National Advisers first reported a position in IAI in Q4 2016 and held it in 15 quarters. The position peaked at $42K in Q2 2017. 191 funds tracked by Wall St. Rank hold IAI as of Q4 2025.

Valley National Advisers reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2025 after selling out during the quarter.
Valley National Advisers sold 14 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2025, an estimated $2K.
Valley National Advisers first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2016 and held it in 15 quarters.
Valley National Advisers's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $42K in Q2 2017.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2025.

Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.