WESPAC Advisors SoCal’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

WESPAC Advisors SoCal’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 Q1	$9.8M	Sell	59,710 -39,057	-40%	-$6.83M	2.08%	18
2025 Q4	$17.7M	Buy	98,767 +1,361	+1%	+$239K	3.57%	6
2025 Q3	$17.2M	Sell	97,406 -841	-0.9%	-$146K	3.5%	6
2025 Q2	$16.6M	Sell	98,247 -230	-0.2%	-$34K	3.71%	4
2025 Q1	$13.8M	Buy	98,477 +6,005	+6%	+$893K	3.59%	6
2024 Q4	$13.3M	Buy	92,472 +14,737	+19%	+$2.1M	3.01%	10
2024 Q3	$9.99M	Buy	77,735 +1,685	+2%	+$208K	2.31%	15
2024 Q2	$8.89M	Buy	76,050 +8,980	+13%	+$1.03M	2.23%	20
2024 Q1	$7.78M	Buy	+67,070	New	+$7.29M	2.04%	19

Other funds holding IAI

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

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

MML Investors Services

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return