Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,093
| Closed | -$128K | – | 773 |
|
|
2024
Q2 | $128K | Sell |
1,093
-302,687
| -100% | -$35.4M | ﹤0.01% | 366 |
|
|
2024
Q1 | $35.2M | Sell |
303,780
-15,902
| -5% | -$1.84M | 0.82% | 27 |
|
|
2023
Q4 | $34.7M | Sell |
319,682
-8,080
| -2% | -$877K | 0.84% | 30 |
|
|
2023
Q3 | $29.8M | Buy |
327,762
+108,738
| +50% | +$9.9M | 0.79% | 34 |
|
|
2023
Q2 | $19.9M | Buy |
+219,024
| New | +$19.9M | 0.51% | 54 |
|