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

WESPAC Advisors’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	–	Sell	-1,630	Closed	-$292K	–	188
2025 Q4	$292K	Hold	1,630	–	–	0.16%	133
2025 Q3	$288K	Sell	1,630 -33	-2%	-$5.75K	0.17%	148
2025 Q2	$281K	Hold	1,663	–	–	0.2%	142
2025 Q1	$233K	Buy	1,663 +12	+0.7%	+$1.78K	0.19%	143
2024 Q4	$238K	Buy	+1,651	New	+$236K	0.18%	145
2019 Q1	–	Sell	-15,400	Closed	-$863K	–	132
2018 Q4	$863K	Buy	+15,400	New	+$922K	0.84%	43
2015 Q1	–	Sell	-7,117	Closed	-$304K	–	127
2014 Q4	$304K	Buy	+7,117	New	+$287K	0.21%	94

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 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 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

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

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

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

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

WESPAC Advisors's IAI Position: Q1 2026 in Review

WESPAC Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 1,630 shares — an estimated $292K sold.

WESPAC Advisors first reported a position in IAI in Q4 2014 and held it in 7 quarters. The position peaked at $863K in Q4 2018. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

WESPAC Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
WESPAC Advisors sold 1,630 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $292K.
WESPAC Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2014 and held it in 7 quarters.
WESPAC Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $863K in Q4 2018.
172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.