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BOLTON SECURITIES CORPORATION’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$11.3K Buy
+69
New +$12.1K ﹤0.01% 1586
2025
Q3 		$12.2K Buy
+69
New +$12K ﹤0.01% 1497
2025
Q1 		$9.7K Buy
+69
New +$10.3K ﹤0.01% 1443

Other funds holding IAI

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IAI Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026: 69 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #1586 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IAI as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in IAI in Q1 2025 and has held it in 3 quarters since. The position peaked at $12.2K in Q3 2025. 176 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 69 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $11.3K as of Q1 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1586 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $12.2K in Q3 2025.
  • 176 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.