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Wagner Wealth Management (Pennsylvania)’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Wagner Wealth Management (Pennsylvania)’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
Q1 		– Sell
-8,596
Closed -$1.54M – 113
2025
Q4 		$1.54M Buy
+8,596
New +$1.51M 1.52% 22

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Wagner Wealth Management (Pennsylvania)'s IAI Position: Q1 2026 in Review

Wagner Wealth Management (Pennsylvania) sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 8,596 shares — an estimated $1.54M sold.

Wagner Wealth Management (Pennsylvania) first reported a position in IAI in Q4 2025 and held it in 1 quarter. The position peaked at $1.54M in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Wagner Wealth Management (Pennsylvania) reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
  • Wagner Wealth Management (Pennsylvania) sold 8,596 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $1.54M.
  • Wagner Wealth Management (Pennsylvania) first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2025 and held it in 1 quarter.
  • Wagner Wealth Management (Pennsylvania)'s iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.54M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Wagner Wealth Management (Pennsylvania)'s 13F filing for Q1 2026, filed 5 May 2026.