Woodley Farra Manion Portfolio Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Woodley Farra Manion Portfolio Management’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 Q4	–	Sell	-1,742	Closed	-$308K	–	118
2025 Q3	$308K	Buy	1,742 +164	+10%	+$28.5K	0.01%	96
2025 Q2	$267K	Buy	1,578 +36	+2%	+$5.32K	0.01%	98
2025 Q1	$216K	Buy	+1,542	New	+$229K	0.01%	107

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 $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

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

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

Woodley Farra Manion Portfolio Management's IAI Position: Q4 2025 in Review

Woodley Farra Manion Portfolio Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2025, closing a stake of 1,742 shares — an estimated $308K sold.

Woodley Farra Manion Portfolio Management first reported a position in IAI in Q1 2025 and held it in 3 quarters. The position peaked at $308K in Q3 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q4 2025.

Woodley Farra Manion Portfolio Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2025 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 1,742 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2025, an estimated $308K.
Woodley Farra Manion Portfolio Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and held it in 3 quarters.
Woodley Farra Manion Portfolio Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $308K in Q3 2025.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2025.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q4 2025, filed 12 Feb 2026.