Cambridge Investment Research Advisors’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 | $542K | Buy |
3,202
+1,003
| +46% | +$170K | ﹤0.01% | 2464 |
|
|
2025
Q1 | $308K | Buy |
2,199
+313
| +17% | +$43.8K | ﹤0.01% | 2846 |
|
|
2024
Q4 | $272K | Buy |
1,886
+33
| +2% | +$4.76K | ﹤0.01% | 2912 |
|
|
2024
Q3 | $238K | Buy |
1,853
+82
| +5% | +$10.5K | ﹤0.01% | 3003 |
|
|
2024
Q2 | $207K | Buy |
+1,771
| New | +$207K | ﹤0.01% | 3001 |
|
|
2024
Q1 | – | Sell |
-2,831
| Closed | -$307K | – | 3355 |
|
|
2023
Q4 | $307K | Buy |
2,831
+573
| +25% | +$62.1K | ﹤0.01% | 2576 |
|
|
2023
Q3 | $206K | Sell |
2,258
-195
| -8% | -$17.8K | ﹤0.01% | 2790 |
|
|
2023
Q2 | $223K | Sell |
2,453
-1,623
| -40% | -$148K | ﹤0.01% | 2786 |
|
|
2023
Q1 | $374K | Buy |
4,076
+1,273
| +45% | +$117K | ﹤0.01% | 2291 |
|
|
2022
Q4 | $269K | Sell |
2,803
-855
| -23% | -$82.1K | ﹤0.01% | 2520 |
|
|
2022
Q3 | $312K | Sell |
3,658
-59
| -2% | -$5.03K | ﹤0.01% | 2330 |
|
|
2022
Q2 | $312K | Sell |
3,717
-424
| -10% | -$35.6K | ﹤0.01% | 2350 |
|
|
2022
Q1 | $414K | Sell |
4,141
-7,437
| -64% | -$744K | ﹤0.01% | 2256 |
|
|
2021
Q4 | $1.28M | Buy |
11,578
+2,343
| +25% | +$258K | 0.01% | 1420 |
|
|
2021
Q3 | $964K | Buy |
9,235
+532
| +6% | +$55.5K | ﹤0.01% | 1559 |
|
|
2021
Q2 | $888K | Buy |
+8,703
| New | +$888K | ﹤0.01% | 1616 |
|
|
2018
Q3 | – | Sell |
-4,318
| Closed | -$277K | – | 2268 |
|
|
2018
Q2 | $277K | Buy |
+4,318
| New | +$277K | ﹤0.01% | 1787 |
|