Carson Wealth (CWM LLC)’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16K | Sell |
|
|||||
|
2025
Q2 | $15K | Buy |
|
|||||
|
2025
Q1 | $6K | Buy |
|
|||||
|
2024
Q4 | $0 | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $8K | Hold |
|
|||||
|
2023
Q4 | $8K | Hold |
|
|||||
|
2023
Q3 | $7K | Hold |
|
|||||
|
2023
Q2 | $7K | Buy |
|
|||||
|
2023
Q1 | $3K | Buy |
|
|||||
|
2021
Q2 | $6K | Hold |
|
|||||
|
2021
Q1 | $6K | Hold |
|
|||||
|
2020
Q4 | $6K | Hold |
|
|||||
|
2020
Q3 | $6K | Hold |
|
|||||
|
2020
Q2 | $6K | Hold |
|
|||||
|
2020
Q1 | $6K | Hold |
|
|||||
|
2019
Q4 | $6K | Hold |
|
|||||
|
2019
Q3 | $6K | Hold |
|
|||||
|
2019
Q2 | $6K | Hold |
|
|||||
|
2019
Q1 | $6K | Buy |
|
|||||
|
2018
Q4 | $3K | Hold |
|
|||||
|
2018
Q3 | $3K | Buy |
|