Wilmington Savings Fund Society’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Wilmington Savings Fund Society’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
2025 Q1	–	Sell	-361	Closed	-$52K	–	2108
2024 Q4	$52K	Sell	361 -77	-18%	-$11K	﹤0.01%	1234
2024 Q3	$56.3K	Buy	+438	New	+$54.1K	﹤0.01%	1184

Other funds holding IAI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Wilmington Savings Fund Society's IAI Position: Q1 2025 in Review

Wilmington Savings Fund Society sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2025, closing a stake of 361 shares — an estimated $52K sold.

Wilmington Savings Fund Society first reported a position in IAI in Q3 2024 and held it in 2 quarters. The position peaked at $56.3K in Q3 2024. 179 funds tracked by Wall St. Rank hold IAI as of Q1 2025.

Wilmington Savings Fund Society reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 361 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2025, an estimated $52K.
Wilmington Savings Fund Society first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2024 and held it in 2 quarters.
Wilmington Savings Fund Society's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $56.3K in Q3 2024.
179 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2025, filed 8 May 2025.