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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
Q2 		$10.2M Sell
58,167
-1,543
-3% -$275K 1.82% 23
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WESPAC Advisors SoCal's IAI Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 2.6% in Q2 2026, selling an estimated $275K and leaving 58,167 shares worth $10.2M. The position accounts for 1.82% of the portfolio, ranked #23.

WESPAC Advisors SoCal first reported a position in IAI in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.7M in Q4 2025. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • WESPAC Advisors SoCal held 58,167 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $10.2M as of Q2 2026.
  • WESPAC Advisors SoCal sold 1,543 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $275K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 1.82% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #23 holding.
  • WESPAC Advisors SoCal first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2024 and has held it in 10 quarters since.
  • WESPAC Advisors SoCal's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $17.7M in Q4 2025.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.