Atria Wealth Solutions’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 | $2.97M | Sell |
17,571
-7,635
| -30% | -$1.29M | 0.07% | 316 |
|
|
2025
Q1 | $3.53M | Sell |
25,206
-14,350
| -36% | -$2.01M | 0.04% | 439 |
|
|
2024
Q4 | $5.7M | Buy |
39,556
+24,764
| +167% | +$3.57M | 0.06% | 322 |
|
|
2024
Q3 | $1.9M | Buy |
14,792
+359
| +2% | +$46.2K | 0.02% | 656 |
|
|
2024
Q2 | $1.69M | Buy |
14,433
+8,789
| +156% | +$1.03M | 0.02% | 687 |
|
|
2024
Q1 | $655K | Buy |
+5,644
| New | +$655K | 0.01% | 1115 |
|
|
2023
Q1 | – | Sell |
-4,826
| Closed | -$464K | – | 1892 |
|
|
2022
Q4 | $464K | Buy |
4,826
+278
| +6% | +$26.7K | 0.01% | 1112 |
|
|
2022
Q3 | $388K | Buy |
4,548
+313
| +7% | +$26.7K | 0.01% | 1154 |
|
|
2022
Q2 | $356K | Buy |
4,235
+204
| +5% | +$17.1K | 0.01% | 1103 |
|
|
2022
Q1 | $403K | Buy |
+4,031
| New | +$403K | 0.01% | 1178 |
|