Accel Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-766
| Closed | -$70K | – | 1075 |
|
2022
Q3 | $70K | Buy |
766
+5
| +0.7% | +$457 | 0.04% | 308 |
|
2022
Q2 | $64K | Buy |
761
+3
| +0.4% | +$252 | 0.04% | 307 |
|
2022
Q1 | $76K | Buy |
758
+6
| +0.8% | +$602 | 0.04% | 294 |
|
2021
Q4 | $83K | Buy |
+752
| New | +$83K | 0.04% | 288 |
|