Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Wealth Enhancement Advisory Services’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
Q4 		– Sell
-1,333
Closed -$233K – 3717
2025
Q3 		$233K Sell
1,333
-298
-18% -$51.9K ﹤0.01% 2992
2025
Q2 		$280K Buy
+1,631
New +$241K ﹤0.01% 2701
2025
Q1 		– Sell
-1,467
Closed -$211K – 3047
2024
Q4 		$211K Buy
+1,467
New +$209K ﹤0.01% 2653

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wealth Enhancement Advisory Services's IAI Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2025, closing a stake of 1,333 shares — an estimated $233K sold.

Wealth Enhancement Advisory Services first reported a position in IAI in Q4 2024 and held it in 3 quarters. The position peaked at $280K in Q2 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 1,333 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2025, an estimated $233K.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2024 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $280K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.