Carson Wealth (CWM LLC)’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Buy |
90
+47
| +109% | +$7.83K | ﹤0.01% | 4080 |
|
|
2025
Q1 | $6K | Buy |
43
+40
| +1,333% | +$5.58K | ﹤0.01% | 4359 |
|
|
2024
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 5010 |
|
|
2024
Q2 | – | Sell |
-72
| Closed | -$8K | – | 4730 |
|
|
2024
Q1 | $8K | Hold |
72
| – | – | ﹤0.01% | 3454 |
|
|
2023
Q4 | $8K | Hold |
72
| – | – | ﹤0.01% | 3283 |
|
|
2023
Q3 | $7K | Hold |
72
| – | – | ﹤0.01% | 3297 |
|
|
2023
Q2 | $7K | Buy |
72
+41
| +132% | +$3.99K | ﹤0.01% | 3279 |
|
|
2023
Q1 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 3508 |
|
|
2021
Q2 | $6K | Hold |
54
| – | – | ﹤0.01% | 2287 |
|
|
2021
Q1 | $6K | Hold |
54
| – | – | ﹤0.01% | 2287 |
|
|
2020
Q4 | $6K | Hold |
54
| – | – | ﹤0.01% | 2287 |
|
|
2020
Q3 | $6K | Hold |
54
| – | – | ﹤0.01% | 2287 |
|
|
2020
Q2 | $6K | Hold |
54
| – | – | ﹤0.01% | 2287 |
|
|
2020
Q1 | $6K | Hold |
54
| – | – | ﹤0.01% | 2287 |
|
|
2019
Q4 | $6K | Hold |
54
| – | – | ﹤0.01% | 2287 |
|
|
2019
Q3 | $6K | Hold |
54
| – | – | ﹤0.01% | 2287 |
|
|
2019
Q2 | $6K | Hold |
54
| – | – | ﹤0.01% | 2287 |
|
|
2019
Q1 | $6K | Buy |
54
+8
| +17% | +$889 | ﹤0.01% | 2287 |
|
|
2018
Q4 | $3K | Hold |
46
| – | – | ﹤0.01% | 1655 |
|
|
2018
Q3 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 1454 |
|