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Wealthspire Advisors (New York)’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Wealthspire Advisors (New York)’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
-2,392
Closed -$423K – 1877
2025
Q3 		$423K Buy
+2,392
New +$416K ﹤0.01% 575
2022
Q1 		– Sell
-2,310
Closed -$255K – 488
2021
Q4 		$255K Sell
2,310
-175
-7% -$19.4K 0.01% 460
2021
Q3 		$259K Buy
+2,485
New +$262K 0.01% 486

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $49B AUM 25.55% 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 $5.44B AUM 26.35% 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

Wealthspire Advisors (New York)'s IAI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2025, closing a stake of 2,392 shares — an estimated $423K sold.

Wealthspire Advisors (New York) first reported a position in IAI in Q3 2021 and held it in 3 quarters. The position peaked at $423K in Q3 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,392 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2025, an estimated $423K.
  • Wealthspire Advisors (New York) first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2021 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $423K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.