Apeiron RIA’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 | $943K | Buy |
5,578
+108
| +2% | +$18.3K | 0.24% | 83 |
|
|
2025
Q1 | $766K | Sell |
5,470
-144
| -3% | -$20.2K | 0.23% | 86 |
|
|
2024
Q4 | $809K | Buy |
5,614
+3,238
| +136% | +$467K | 0.23% | 78 |
|
|
2024
Q3 | $305K | Sell |
2,376
-3,215
| -58% | -$413K | 0.09% | 162 |
|
|
2024
Q2 | $654K | Sell |
5,591
-239
| -4% | -$27.9K | 0.2% | 90 |
|
|
2024
Q1 | $676K | Hold |
5,830
| – | – | 0.2% | 89 |
|
|
2023
Q4 | $633K | Sell |
5,830
-769
| -12% | -$83.5K | 0.2% | 86 |
|
|
2023
Q3 | $601K | Hold |
6,599
| – | – | 0.2% | 86 |
|
|
2023
Q2 | $599K | Buy |
6,599
+51
| +0.8% | +$4.63K | 0.21% | 83 |
|
|
2023
Q1 | $600K | Buy |
6,548
+677
| +12% | +$62K | 0.21% | 82 |
|
|
2022
Q4 | $564K | Hold |
5,871
| – | – | 0.22% | 86 |
|
|
2022
Q3 | $508K | Buy |
+5,871
| New | +$508K | 0.23% | 82 |
|
|
2022
Q2 | – | Sell |
-5,994
| Closed | -$576K | – | 166 |
|
|
2022
Q1 | $576K | Buy |
5,994
+283
| +5% | +$27.2K | 0.27% | 74 |
|
|
2021
Q4 | $629K | Buy |
+5,711
| New | +$629K | 0.26% | 75 |
|