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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
2026
Q2 		$220K Buy
+1,253
New +$223K ﹤0.01% 1583
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 $336B AUM 34.66% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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

Waverly Advisors's IAI Position: Q2 2026 in Review

Waverly Advisors opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 1,253 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1583 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in IAI as recently as Q4 2024.

Waverly Advisors first reported a position in IAI in Q4 2024 and has held it in 2 quarters since. The position peaked at $442K in Q4 2024. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Waverly Advisors held 1,253 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $220K as of Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Waverly Advisors position in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1583 holding.
  • Waverly Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and has held it in 2 quarters since.
  • Waverly Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $442K in Q4 2024.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.