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

Wagner Wealth Management (South Carolina)’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 		$24.7K Hold
141
– – ﹤0.01% 202
2026
Q1 		$23.1K Hold
141
– – ﹤0.01% 202
2025
Q4 		$25.3K Hold
141
– – 0.01% 195
2025
Q3 		$24.9K Hold
141
– – 0.01% 182
2025
Q2 		$23.8K Buy
+141
New +$20.8K 0.01% 185
2025
Q1 		– Sell
-141
Closed -$20.3K – 247
2024
Q4 		$20.3K Hold
141
– – 0.01% 174
2024
Q3 		$18.1K Buy
+141
New +$17.4K ﹤0.01% 169

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IAI Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 141 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Wagner Wealth Management (South Carolina) first reported a position in IAI in Q3 2024 and has held it in 7 quarters since. The position peaked at $25.3K in Q4 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 141 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $24.7K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #202 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2024 and has held it in 7 quarters since.
  • Wagner Wealth Management (South Carolina)'s iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $25.3K in Q4 2025.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.