Beaumont Capital 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 | – | Sell |
-4,090
| Closed | -$573K | – | 55 |
|
|
2025
Q1 | $573K | Buy |
+4,090
| New | +$573K | 0.42% | 42 |
|
|
2024
Q4 | – | Sell |
-20,573
| Closed | -$2.64M | – | 51 |
|
|
2024
Q3 | $2.64M | Buy |
+20,573
| New | +$2.64M | 1.94% | 20 |
|
|
2023
Q2 | – | Sell |
-10,398
| Closed | -$953K | – | 40 |
|
|
2023
Q1 | $953K | Sell |
10,398
-25,696
| -71% | -$2.35M | 0.66% | 29 |
|
|
2022
Q4 | $3.47M | Buy |
+36,094
| New | +$3.47M | 2.44% | 13 |
|