Centaurus Financial’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 | $305K | Buy |
1,802
+420
| +30% | +$71.1K | 0.02% | 612 |
|
|
2025
Q1 | $194K | Sell |
1,382
-62
| -4% | -$8.7K | 0.01% | 683 |
|
|
2024
Q4 | $208K | Sell |
1,444
-712
| -33% | -$103K | 0.01% | 652 |
|
|
2024
Q3 | $277K | Sell |
2,156
-70
| -3% | -$8.99K | 0.02% | 559 |
|
|
2024
Q2 | $260K | Sell |
2,226
-41
| -2% | -$4.79K | 0.02% | 536 |
|
|
2024
Q1 | $263K | Sell |
2,267
-344
| -13% | -$39.9K | 0.02% | 542 |
|
|
2023
Q4 | $283K | Sell |
2,611
-178
| -6% | -$19.3K | 0.02% | 503 |
|
|
2023
Q3 | $254K | Sell |
2,789
-1,378
| -33% | -$125K | 0.02% | 499 |
|
|
2023
Q2 | $378K | Buy |
4,167
+71
| +2% | +$6.44K | 0.03% | 415 |
|
|
2023
Q1 | $375K | Buy |
4,096
+1,335
| +48% | +$122K | 0.03% | 483 |
|
|
2022
Q4 | $265K | Buy |
+2,761
| New | +$265K | 0.02% | 529 |
|
|
2022
Q3 | – | Sell |
-2,351
| Closed | -$197K | – | 866 |
|
|
2022
Q2 | $197K | Buy |
+2,351
| New | +$197K | 0.02% | 620 |
|
|
2021
Q4 | – | Sell |
-1,574
| Closed | -$164K | – | 940 |
|
|
2021
Q3 | $164K | Hold |
1,574
| – | – | 0.01% | 708 |
|
|
2021
Q2 | $161K | Buy |
+1,574
| New | +$161K | 0.01% | 730 |
|
|
2020
Q4 | – | Sell |
-2,459
| Closed | -$152K | – | 783 |
|
|
2020
Q3 | $152K | Buy |
+2,459
| New | +$152K | 0.02% | 514 |
|