EverSource Wealth Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.6K | Hold |
39
| – | – | ﹤0.01% | 3030 |
|
|
2025
Q1 | $5.46K | Hold |
39
| – | – | ﹤0.01% | 2449 |
|
|
2024
Q4 | $5.62K | Hold |
39
| – | – | ﹤0.01% | 2290 |
|
|
2024
Q3 | $5.01K | Hold |
39
| – | – | ﹤0.01% | 2219 |
|
|
2024
Q2 | $4.84K | Hold |
39
| – | – | ﹤0.01% | 2229 |
|
|
2024
Q1 | $4.34K | Buy |
+39
| New | +$4.34K | ﹤0.01% | 2110 |
|