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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
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

HIIFS
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Ameriprise Minneapolis, Minnesota $432B 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Whalerock Point Partners's IAI Position: Q1 2026 in Review

Whalerock Point Partners held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q1 2026 at 1,227 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #195.

Whalerock Point Partners first reported a position in IAI in Q2 2025 and has held it in 4 quarters since. The position peaked at $220K in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Whalerock Point Partners held 1,227 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $201K as of Q1 2026.
  • Whalerock Point Partners left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q1 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.04% of Whalerock Point Partners's portfolio in Q1 2026, its #195 holding.
  • Whalerock Point Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2025 and has held it in 4 quarters since.
  • Whalerock Point Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $220K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.