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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
Q3 		$10.1M Sell
57,067
-1,100
-2% -$207K 1.82% 22
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

CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DF
Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

WESPAC Advisors SoCal's IAI Position: Q3 2026 in Review

WESPAC Advisors SoCal reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 1.9% in Q3 2026, selling an estimated $207K and leaving 57,067 shares worth $10.1M. The position accounts for 1.82% of the portfolio, ranked #22.

WESPAC Advisors SoCal first reported a position in IAI in Q1 2024 and has held it in 11 quarters since. The position peaked at $17.7M in Q4 2025. 12 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

  • WESPAC Advisors SoCal held 57,067 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $10.1M as of Q3 2026.
  • WESPAC Advisors SoCal sold 1,100 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2026, an estimated $207K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 1.82% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #22 holding.
  • WESPAC Advisors SoCal first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2024 and has held it in 11 quarters since.
  • WESPAC Advisors SoCal's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $17.7M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.