Avitas Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $574K | Sell |
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|
2024
Q3 | $541K | Sell |
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|
2024
Q2 | $499K | Buy |
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|
2024
Q1 | $489K | Sell |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $250K | Buy |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $447K | Sell |
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|
2021
Q3 | $430K | Sell |
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|
2021
Q2 | $425K | Buy |
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|
2021
Q1 | $378K | Buy |
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|
2020
Q4 | $325K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $303K | Sell |
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|
2019
Q3 | $287K | Buy |
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