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Whalerock Point Partners’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Whalerock Point Partners’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 		$215K Hold
1,227
– – 0.04% 199
2026
Q1 		$201K Hold
1,227
– – 0.04% 195
2025
Q4 		$220K Hold
1,227
– – 0.04% 187
2025
Q3 		$217K Hold
1,227
– – 0.04% 174
2025
Q2 		$208K Buy
+1,227
New +$181K 0.04% 183

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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

Whalerock Point Partners's IAI Position: Q2 2026 in Review

Whalerock Point Partners held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 1,227 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #199.

Whalerock Point Partners first reported a position in IAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $220K in Q4 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Whalerock Point Partners held 1,227 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $215K as of Q2 2026.
  • Whalerock Point Partners left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.04% of Whalerock Point Partners's portfolio in Q2 2026, its #199 holding.
  • Whalerock Point Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2025 and has held it in 5 quarters since.
  • Whalerock Point Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $220K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.