1NWS
1 North Wealth Services’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.28M | Sell |
19,391
-197
| -1% | -$33.3K | 1.3% | 24 |
|
2025
Q1 | $2.74M | Sell |
19,588
-17,253
| -47% | -$2.42M | 1.27% | 24 |
|
2024
Q4 | $5.31M | Buy |
+36,841
| New | +$5.31M | 2.25% | 19 |
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 369 |
|
2019
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 337 |
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 330 |
|
2018
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 298 |
|