CX Institutional’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 | $176K | Sell |
1,039
-344
| -25% | -$58.3K | 0.01% | 668 |
|
|
2025
Q1 | $194K | Sell |
1,383
-555
| -29% | -$77.9K | 0.01% | 608 |
|
|
2024
Q4 | $279K | Sell |
1,938
-44
| -2% | -$6.34K | 0.01% | 456 |
|
|
2024
Q3 | $255K | Sell |
1,982
-2,673
| -57% | -$344K | 0.01% | 498 |
|
|
2024
Q2 | $544K | Sell |
4,655
-46
| -1% | -$5.38K | 0.03% | 357 |
|
|
2024
Q1 | $545K | Sell |
4,701
-346
| -7% | -$40.1K | 0.03% | 356 |
|
|
2023
Q4 | $548K | Sell |
5,047
-3,089
| -38% | -$335K | 0.03% | 317 |
|
|
2023
Q3 | $741K | Sell |
8,136
-4,813
| -37% | -$438K | 0.04% | 286 |
|
|
2023
Q2 | $1.18M | Buy |
+12,949
| New | +$1.18M | 0.06% | 253 |
|