AE Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.3K | Buy |
191
+112
| +142% | +$18.9K | ﹤0.01% | 1676 |
|
|
2025
Q1 | $11K | Sell |
79
-79
| -50% | -$11K | ﹤0.01% | 1844 |
|
|
2024
Q4 | $22.7K | Buy |
+158
| New | +$22.7K | ﹤0.01% | 1708 |
|
|
2023
Q1 | – | Sell |
-13,948
| Closed | -$1.34M | – | 1933 |
|
|
2022
Q4 | $1.34M | Buy |
+13,948
| New | +$1.34M | 0.01% | 878 |
|
|
2022
Q2 | – | Sell |
-15,019
| Closed | -$1.5M | – | 1767 |
|
|
2022
Q1 | $1.5M | Sell |
15,019
-11,732
| -44% | -$1.17M | 0.01% | 785 |
|
|
2021
Q4 | $2.95M | Buy |
26,751
+3,154
| +13% | +$348K | 0.02% | 570 |
|
|
2021
Q3 | $2.46M | Buy |
23,597
+3,681
| +18% | +$384K | 0.02% | 578 |
|
|
2021
Q2 | $2.03M | Buy |
19,916
+7,274
| +58% | +$743K | 0.02% | 634 |
|
|
2021
Q1 | $1.17M | Buy |
+12,642
| New | +$1.17M | 0.01% | 720 |
|