IFP Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.4K | Buy |
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|
2025
Q1 | $26.5K | Hold |
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|
2024
Q4 | $27.2K | Sell |
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|
2024
Q3 | $26.5K | Hold |
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|
2024
Q2 | $24.1K | Sell |
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|
2024
Q1 | $29.1K | Sell |
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|
2023
Q4 | $32.2K | Buy |
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|
2023
Q3 | $3.46K | Buy |
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|
2023
Q2 | $4.63K | Sell |
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|
2023
Q1 | $14.8K | Sell |
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|
2022
Q4 | $119K | Buy |
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|
2022
Q3 | $72K | Buy |
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|
2022
Q2 | $56K | Hold |
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|
2022
Q1 | $56K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Hold |
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|
2019
Q1 | $3K | Sell |
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|
2018
Q4 | $76K | Sell |
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|
2018
Q3 | $130K | Sell |
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|
2018
Q2 | $264K | Sell |
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|
2018
Q1 | $307K | Hold |
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|
2017
Q4 | $307K | Sell |
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|
2017
Q3 | $371K | Buy |
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|
2017
Q2 | $323K | Sell |
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|
2017
Q1 | $480K | Buy |
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|
2016
Q4 | $446K | Buy |
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|
2016
Q3 | $51K | Sell |
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|
2016
Q2 | $53K | Buy |
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|
2016
Q1 | $3K | Sell |
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|
2015
Q4 | $17K | Buy |
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