Caitlin John’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
Q1 | – | Sell |
-414
| Closed | -$59.7K | – | 416 |
|
|
2024
Q4 | $59.7K | Hold |
414
| – | – | 0.04% | 203 |
|
|
2024
Q3 | $61.5K | Hold |
414
| – | – | 0.04% | 207 |
|
|
2024
Q2 | $48.4K | Sell |
414
-29
| -7% | -$3.39K | 0.03% | 245 |
|
|
2024
Q1 | $51.4K | Hold |
443
| – | – | 0.04% | 225 |
|
|
2023
Q4 | $48.1K | Buy |
+443
| New | +$48.1K | 0.04% | 224 |
|