Great Diamond 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 | $2.56M | Sell |
15,109
-743
| -5% | -$126K | 0.54% | 50 |
|
|
2025
Q1 | $2.22M | Sell |
15,852
-31
| -0.2% | -$4.34K | 0.61% | 47 |
|
|
2024
Q4 | $2.29M | Sell |
15,883
-106
| -0.7% | -$15.3K | 0.59% | 50 |
|
|
2024
Q3 | $2.06M | Buy |
15,989
+147
| +0.9% | +$18.9K | 0.52% | 55 |
|
|
2024
Q2 | $1.85M | Sell |
15,842
-421
| -3% | -$49.2K | 0.44% | 64 |
|
|
2024
Q1 | $1.89M | Buy |
16,263
+166
| +1% | +$19.3K | 0.43% | 64 |
|
|
2023
Q4 | $1.75M | Sell |
16,097
-24
| -0.1% | -$2.61K | 0.43% | 59 |
|
|
2023
Q3 | $1.47M | Buy |
16,121
+421
| +3% | +$38.3K | 0.4% | 65 |
|
|
2023
Q2 | $1.42M | Buy |
15,700
+2,460
| +19% | +$223K | 0.38% | 72 |
|
|
2023
Q1 | $1.21M | Buy |
13,240
+2,028
| +18% | +$186K | 0.35% | 71 |
|
|
2022
Q4 | $1.08M | Sell |
11,212
-316
| -3% | -$30.4K | 0.33% | 71 |
|
|
2022
Q3 | $984K | Sell |
11,528
-615
| -5% | -$52.5K | 0.34% | 73 |
|
|
2022
Q2 | $1.02M | Buy |
12,143
+901
| +8% | +$75.6K | 0.34% | 69 |
|
|
2022
Q1 | $1.12M | Buy |
11,242
+704
| +7% | +$70.3K | 0.31% | 79 |
|
|
2021
Q4 | $1.16M | Buy |
10,538
+1,567
| +17% | +$173K | 0.3% | 75 |
|
|
2021
Q3 | $936K | Buy |
+8,971
| New | +$936K | 0.26% | 85 |
|
|
2020
Q2 | – | Sell |
-5,027
| Closed | -$257K | – | 151 |
|
|
2020
Q1 | $257K | Buy |
5,027
+692
| +16% | +$35.4K | 0.13% | 107 |
|
|
2019
Q4 | $296K | Buy |
+4,335
| New | +$296K | 0.11% | 117 |
|