WI
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WBI Investments’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

WBI Investments’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 		$940K Buy
5,361
+1,164
+28% +$207K 0.23% 114
2026
Q1 		$689K Buy
4,197
+2,972
+243% +$520K 0.19% 151
2025
Q4 		$220K Buy
+1,225
New +$215K 0.06% 301
2025
Q1 		– Sell
-2,453
Closed -$353K – 265
2024
Q4 		$353K Sell
2,453
-392
-14% -$55.9K 0.09% 172
2024
Q3 		$366K Buy
2,845
+328
+13% +$40.5K 0.09% 204
2024
Q2 		$294K Buy
2,517
+346
+16% +$39.9K 0.07% 145
2024
Q1 		$252K Buy
+2,171
New +$236K 0.05% 178

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

WBI Investments's IAI Position: Q2 2026 in Review

WBI Investments increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 28% in Q2 2026, buying an estimated $207K and bringing the position to 5,361 shares worth $940K. The position accounts for 0.23% of the portfolio, ranked #114.

WBI Investments first reported a position in IAI in Q1 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • WBI Investments held 5,361 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $940K as of Q2 2026.
  • WBI Investments bought 1,164 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $207K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.23% of WBI Investments's portfolio in Q2 2026, its #114 holding.
  • WBI Investments first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2024 and has held it in 7 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.