Cornerstone Planning Group’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 | $13.2K | Hold |
76
| – | – | ﹤0.01% | 494 |
|
|
2025
Q1 | $10.2K | Sell |
76
-68
| -47% | -$9.17K | ﹤0.01% | 563 |
|
|
2024
Q4 | $22.2K | Buy |
144
+31
| +27% | +$4.79K | 0.01% | 294 |
|
|
2024
Q3 | $15.4K | Hold |
113
| – | – | ﹤0.01% | 345 |
|
|
2024
Q2 | $13.1K | Buy |
113
+4
| +4% | +$463 | ﹤0.01% | 384 |
|
|
2024
Q1 | $12.5K | Sell |
109
-42
| -28% | -$4.8K | ﹤0.01% | 368 |
|
|
2023
Q4 | $16.4K | Hold |
151
| – | – | 0.01% | 346 |
|
|
2023
Q3 | $13.7K | Hold |
151
| – | – | 0.01% | 360 |
|
|
2023
Q2 | $13.7K | Buy |
+151
| New | +$13.7K | 0.01% | 540 |
|
|
2022
Q4 | $14.9K | Buy |
+151
| New | +$14.9K | 0.01% | 518 |
|