IFG Advisory’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 | $1.2M | Buy |
7,101
+5,615
| +378% | +$950K | 0.06% | 301 |
|
|
2025
Q1 | $208K | Sell |
1,486
-403
| -21% | -$56.5K | 0.01% | 648 |
|
|
2024
Q4 | $272K | Buy |
+1,889
| New | +$272K | 0.02% | 555 |
|
|
2024
Q3 | – | Sell |
-1,791
| Closed | -$209K | – | 484 |
|
|
2024
Q2 | $209K | Buy |
+1,791
| New | +$209K | 0.01% | 585 |
|
|
2024
Q1 | – | Sell |
-2,179
| Closed | -$236K | – | 458 |
|
|
2023
Q4 | $236K | Buy |
+2,179
| New | +$236K | 0.02% | 524 |
|
|
2023
Q1 | – | Sell |
-2,088
| Closed | -$200K | – | 513 |
|
|
2022
Q4 | $200K | Sell |
2,088
-644
| -24% | -$61.7K | 0.02% | 469 |
|
|
2022
Q3 | $233K | Buy |
+2,732
| New | +$233K | 0.02% | 462 |
|
|
2022
Q2 | – | Sell |
-3,862
| Closed | -$385K | – | 490 |
|
|
2022
Q1 | $385K | Buy |
+3,862
| New | +$385K | 0.04% | 350 |
|