Global Retirement Partners’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 | $154K | Buy |
+909
| New | +$154K | ﹤0.01% | 1218 |
|
|
2024
Q4 | $65.3K | Buy |
453
+45
| +11% | +$6.49K | ﹤0.01% | 1488 |
|
|
2024
Q3 | $52.4K | Buy |
408
+74
| +22% | +$9.51K | ﹤0.01% | 1534 |
|
|
2024
Q2 | $39K | Buy |
334
+60
| +22% | +$7.01K | ﹤0.01% | 1667 |
|
|
2024
Q1 | $31.8K | Sell |
274
-710
| -72% | -$82.5K | ﹤0.01% | 1611 |
|
|
2023
Q4 | $103K | Sell |
984
-296
| -23% | -$30.9K | ﹤0.01% | 1025 |
|
|
2023
Q3 | $114K | Sell |
1,280
-157
| -11% | -$14K | 0.01% | 877 |
|
|
2023
Q2 | $130K | Sell |
1,437
-1,043
| -42% | -$94.7K | 0.01% | 841 |
|
|
2023
Q1 | $216K | Buy |
2,480
+1,067
| +76% | +$93K | 0.01% | 638 |
|
|
2022
Q4 | $136K | Buy |
1,413
+7
| +0.5% | +$673 | 0.01% | 715 |
|
|
2022
Q3 | $135K | Buy |
1,406
+7
| +0.5% | +$672 | 0.01% | 686 |
|
|
2022
Q2 | $117K | Buy |
1,399
+7
| +0.5% | +$585 | 0.01% | 693 |
|
|
2022
Q1 | $121K | Buy |
+1,392
| New | +$121K | 0.01% | 697 |
|
|
2021
Q4 | – | Sell |
-817
| Closed | -$85K | – | 935 |
|
|
2021
Q3 | $85K | Buy |
817
+328
| +67% | +$34.1K | 0.01% | 696 |
|
|
2021
Q2 | $50K | Sell |
489
-73
| -13% | -$7.46K | 0.01% | 847 |
|
|
2021
Q1 | $52K | Buy |
562
+261
| +87% | +$24.1K | 0.01% | 779 |
|
|
2020
Q4 | $24K | Buy |
301
+169
| +128% | +$13.5K | ﹤0.01% | 971 |
|
|
2020
Q3 | $8K | Buy |
132
+46
| +53% | +$2.79K | ﹤0.01% | 1208 |
|
|
2020
Q2 | $5K | Hold |
86
| – | – | ﹤0.01% | 1291 |
|
|
2020
Q1 | $4K | Sell |
86
-91
| -51% | -$4.23K | ﹤0.01% | 1283 |
|
|
2019
Q4 | $12K | Hold |
177
| – | – | ﹤0.01% | 1111 |
|
|
2019
Q3 | $11K | Buy |
177
+1
| +0.6% | +$62 | ﹤0.01% | 1095 |
|
|
2019
Q2 | $11K | Sell |
176
-346
| -66% | -$21.6K | ﹤0.01% | 1078 |
|
|
2019
Q1 | $31K | Buy |
522
+3
| +0.6% | +$178 | 0.01% | 686 |
|
|
2018
Q4 | $29K | Buy |
519
+5
| +1% | +$279 | 0.01% | 644 |
|
|
2018
Q3 | $32K | Buy |
514
+1
| +0.2% | +$62 | 0.01% | 672 |
|
|
2018
Q2 | $33K | Hold |
513
| – | – | 0.01% | 648 |
|
|
2018
Q1 | $34K | Hold |
513
| – | – | 0.01% | 621 |
|
|
2017
Q4 | $32K | Buy |
513
+423
| +470% | +$26.4K | 0.01% | 614 |
|
|
2017
Q3 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 1003 |
|