Wealthcare Advisory Partners’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Wealthcare Advisory Partners’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 Q3	–	Sell	-1,476	Closed	-$250K	–	1038
2025 Q2	$250K	Sell	1,476 -2,291	-61%	-$338K	0.01%	854
2025 Q1	$528K	Buy	3,767 +275	+8%	+$40.9K	0.01%	585
2024 Q4	$503K	Buy	+3,492	New	+$498K	0.01%	567
2022 Q2	–	Sell	-2,720	Closed	-$272K	–	593
2022 Q1	$272K	Buy	2,720 +284	+12%	+$29.9K	0.02%	445
2021 Q4	$268K	Buy	2,436 +104	+4%	+$11.5K	0.02%	472
2021 Q3	$243K	Buy	+2,332	New	+$246K	0.02%	471
2021 Q2	–	Sell	-15	Closed	-$1K	–	1143
2021 Q1	$1K	Buy	+15	New	+$1.33K	﹤0.01%	1987

Other funds holding IAI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthcare Advisory Partners's IAI Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2025, closing a stake of 1,476 shares — an estimated $250K sold.

Wealthcare Advisory Partners first reported a position in IAI in Q1 2021 and held it in 7 quarters. The position peaked at $528K in Q1 2025. 184 funds tracked by Wall St. Rank hold IAI as of Q3 2025.

Wealthcare Advisory Partners reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,476 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2025, an estimated $250K.
Wealthcare Advisory Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2021 and held it in 7 quarters.
Wealthcare Advisory Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $528K in Q1 2025.
184 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.