HBW Advisory Services’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 | $502K | Sell |
2,968
-327
| -10% | -$55.3K | 0.06% | 238 |
|
|
2025
Q1 | $462K | Sell |
3,295
-407
| -11% | -$57K | 0.07% | 221 |
|
|
2024
Q4 | $533K | Sell |
3,702
-468
| -11% | -$67.4K | 0.05% | 196 |
|
|
2024
Q3 | $536K | Sell |
4,170
-9,423
| -69% | -$1.21M | 0.08% | 188 |
|
|
2024
Q2 | $1.59M | Buy |
+13,593
| New | +$1.59M | 0.26% | 102 |
|
|
2021
Q4 | – | Sell |
-15,087
| Closed | -$1.58M | – | 266 |
|
|
2021
Q3 | $1.58M | Buy |
+15,087
| New | +$1.58M | 0.41% | 70 |
|