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

Schuylkill Financial LLC’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 		$873K Buy
+4,979
New +$887K 0.81% 37

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Schuylkill Financial LLC's IAI Position: Q2 2026 in Review

Schuylkill Financial LLC opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 4,979 shares worth $873K. The stake represents 0.81% of the portfolio and ranks #37 among its holdings.

175 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Schuylkill Financial LLC held 4,979 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $873K as of Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Schuylkill Financial LLC position in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.81% of Schuylkill Financial LLC's portfolio in Q2 2026, its #37 holding.
  • 175 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Schuylkill Financial LLC's 13F filing for Q2 2026, filed 7 Aug 2026.