Belpointe Asset 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 | $1.32M | Sell |
7,832
-242
| -3% | -$40.9K | 0.06% | 280 |
|
|
2025
Q1 | $1.13M | Buy |
+8,074
| New | +$1.13M | 0.06% | 303 |
|
|
2023
Q2 | – | Sell |
-94
| Closed | -$8.61K | – | 1824 |
|
|
2023
Q1 | $8.61K | Sell |
94
-230
| -71% | -$21.1K | ﹤0.01% | 2795 |
|
|
2022
Q4 | $31.1K | Buy |
+324
| New | +$31.1K | ﹤0.01% | 1883 |
|
|
2020
Q1 | – | Sell |
-1,473
| Closed | -$101K | – | 699 |
|
|
2019
Q4 | $101K | Buy |
+1,473
| New | +$101K | 0.01% | 775 |
|