RAFFA WEALTH MANAGEMENT, LLC’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

RAFFA WEALTH MANAGEMENT, 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
2025 Q2	–	Sell	-51	Closed	-$7.15K	–	1118
2025 Q1	$7.15K	Sell	51 -38	-43%	-$5.65K	﹤0.01%	372
2024 Q4	$12.8K	Buy	+89	New	+$12.7K	﹤0.01%	287

Other funds holding IAI

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC's IAI Position: Q2 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2025, closing a stake of 51 shares — an estimated $7.15K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IAI in Q4 2024 and held it in 2 quarters. The position peaked at $12.8K in Q4 2024. 182 funds tracked by Wall St. Rank hold IAI as of Q2 2025.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2025 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 51 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2025, an estimated $7.15K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and held it in 2 quarters.
RAFFA WEALTH MANAGEMENT, LLC's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $12.8K in Q4 2024.
182 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2025, filed 27 Jul 2026.