Csenge Advisory 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 | $1.56M | Sell |
10,119
-65
| -0.6% | -$10K | 0.08% | 196 |
|
|
2025
Q1 | $1.35M | Buy |
10,184
+8,368
| +461% | +$1.11M | 0.08% | 206 |
|
|
2024
Q4 | $262K | Buy |
+1,816
| New | +$262K | 0.01% | 589 |
|
|
2023
Q2 | – | Sell |
-18,657
| Closed | -$1.71M | – | 675 |
|
|
2023
Q1 | $1.71M | Sell |
18,657
-2,870
| -13% | -$263K | 0.12% | 144 |
|
|
2022
Q4 | $2.07M | Buy |
21,527
+18,484
| +607% | +$1.78M | 0.16% | 120 |
|
|
2022
Q3 | $260K | Buy |
+3,043
| New | +$260K | 0.02% | 503 |
|
|
2022
Q1 | – | Sell |
-14,445
| Closed | -$1.48M | – | 651 |
|
|
2021
Q4 | $1.48M | Buy |
14,445
+9,462
| +190% | +$969K | 0.13% | 130 |
|
|
2021
Q3 | $528K | Sell |
4,983
-9,462
| -66% | -$1M | 0.04% | 351 |
|
|
2021
Q2 | $1.48M | Buy |
14,445
+11,565
| +402% | +$1.18M | 0.13% | 130 |
|
|
2021
Q1 | $274K | Buy |
+2,880
| New | +$274K | 0.03% | 408 |
|
|
2018
Q2 | – | Sell |
-13,349
| Closed | -$873K | – | 279 |
|
|
2018
Q1 | $873K | Buy |
13,349
+5,648
| +73% | +$369K | 0.3% | 82 |
|
|
2017
Q4 | $483K | Buy |
+7,701
| New | +$483K | 0.17% | 112 |
|