Atria Investments’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 | $1.28M | Sell |
7,545
-2,632
| -26% | -$445K | 0.02% | 918 |
|
|
2025
Q1 | $1.43M | Sell |
10,177
-11,587
| -53% | -$1.62M | 0.02% | 858 |
|
|
2024
Q4 | $3.14M | Sell |
21,764
-1,113
| -5% | -$160K | 0.04% | 512 |
|
|
2024
Q3 | $2.94M | Buy |
22,877
+8,507
| +59% | +$1.09M | 0.04% | 540 |
|
|
2024
Q2 | $1.68M | Buy |
+14,370
| New | +$1.68M | 0.02% | 710 |
|
|
2023
Q2 | – | Sell |
-15,999
| Closed | -$1.47M | – | 854 |
|
|
2023
Q1 | $1.47M | Buy |
15,999
+509
| +3% | +$46.6K | 0.03% | 656 |
|
|
2022
Q4 | $1.49M | Buy |
15,490
+1,723
| +13% | +$166K | 0.03% | 617 |
|
|
2022
Q3 | $1.18M | Buy |
+13,767
| New | +$1.18M | 0.03% | 665 |
|
|
2022
Q2 | – | Sell |
-10,541
| Closed | -$1.05M | – | 804 |
|
|
2022
Q1 | $1.05M | Buy |
10,541
+1,372
| +15% | +$137K | 0.02% | 831 |
|
|
2021
Q4 | $1.01M | Sell |
9,169
-1,429
| -13% | -$157K | 0.02% | 834 |
|
|
2021
Q3 | $1.11M | Buy |
10,598
+42
| +0.4% | +$4.38K | 0.02% | 746 |
|
|
2021
Q2 | $1.08M | Buy |
+10,556
| New | +$1.08M | 0.02% | 732 |
|