Envestnet Portfolio Solutions’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
$374K Sell
2,213
-3,391
-61% -$574K ﹤0.01% 1242
2025
Q1
$785K Sell
5,604
-1,441
-20% -$202K ﹤0.01% 875
2024
Q4
$1.02M Buy
7,045
+1,180
+20% +$170K ﹤0.01% 915
2024
Q3
$754K Sell
5,865
-842
-13% -$108K ﹤0.01% 1011
2024
Q2
$784K Buy
+6,707
New +$784K ﹤0.01% 946