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Waverly Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Waverly Advisors’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
Q1 		– Sell
-3,066
Closed -$442K – 1115
2024
Q4 		$442K Buy
+3,066
New +$438K 0.01% 713

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Waverly Advisors's IAI Position: Q1 2025 in Review

Waverly Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2025, closing a stake of 3,066 shares — an estimated $442K sold.

Waverly Advisors first reported a position in IAI in Q4 2024 and held it in 1 quarter. The position peaked at $442K in Q4 2024. 178 funds tracked by Wall St. Rank hold IAI as of Q1 2025.

  • Waverly Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2025 after selling out during the quarter.
  • Waverly Advisors sold 3,066 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2025, an estimated $442K.
  • Waverly Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and held it in 1 quarter.
  • Waverly Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $442K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2025.

Based on Waverly Advisors's 13F filing for Q1 2025, filed 15 May 2025.