Founders Financial Alliance’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 | $39.5K | Buy |
234
+1
| +0.4% | +$169 | 0.01% | 402 |
|
|
2025
Q1 | $32.7K | Hold |
233
| – | – | 0.01% | 470 |
|
|
2024
Q4 | $33.5K | Buy |
233
+1
| +0.4% | +$144 | 0.01% | 409 |
|
|
2024
Q3 | $29.8K | Buy |
232
+1
| +0.4% | +$129 | 0.01% | 426 |
|
|
2024
Q2 | $27.1K | Hold |
231
| – | – | 0.01% | 418 |
|
|
2024
Q1 | $26.8K | Sell |
231
-49
| -18% | -$5.68K | 0.01% | 424 |
|
|
2023
Q4 | $30.4K | Buy |
280
+2
| +0.7% | +$217 | 0.01% | 373 |
|
|
2023
Q3 | $25.3K | Hold |
278
| – | – | 0.01% | 368 |
|
|
2023
Q2 | $25.2K | Sell |
278
-19
| -6% | -$1.72K | 0.01% | 397 |
|
|
2023
Q1 | $27.2K | Sell |
297
-348
| -54% | -$31.9K | 0.01% | 353 |
|
|
2022
Q4 | $62K | Sell |
645
-13
| -2% | -$1.25K | 0.03% | 302 |
|
|
2022
Q3 | $56K | Buy |
658
+47
| +8% | +$4K | 0.03% | 305 |
|
|
2022
Q2 | $51K | Buy |
611
+3
| +0.5% | +$250 | 0.03% | 332 |
|
|
2022
Q1 | $61K | Buy |
608
+252
| +71% | +$25.3K | 0.03% | 303 |
|
|
2021
Q4 | $39K | Buy |
356
+149
| +72% | +$16.3K | 0.02% | 368 |
|
|
2021
Q3 | $22K | Buy |
+207
| New | +$22K | 0.01% | 369 |
|