IFP Advisors’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 | $44.4K | Buy |
263
+74
| +39% | +$12.5K | ﹤0.01% | 2105 |
|
|
2025
Q1 | $26.5K | Hold |
189
| – | – | ﹤0.01% | 2174 |
|
|
2024
Q4 | $27.2K | Sell |
189
-17
| -8% | -$2.45K | ﹤0.01% | 2108 |
|
|
2024
Q3 | $26.5K | Hold |
206
| – | – | ﹤0.01% | 2032 |
|
|
2024
Q2 | $24.1K | Sell |
206
-45
| -18% | -$5.26K | ﹤0.01% | 2000 |
|
|
2024
Q1 | $29.1K | Sell |
251
-46
| -15% | -$5.34K | ﹤0.01% | 1804 |
|
|
2023
Q4 | $32.2K | Buy |
297
+259
| +682% | +$28.1K | ﹤0.01% | 1728 |
|
|
2023
Q3 | $3.46K | Buy |
38
+13
| +52% | +$1.18K | ﹤0.01% | 2648 |
|
|
2023
Q2 | $4.63K | Sell |
25
-195
| -89% | -$36.1K | ﹤0.01% | 2571 |
|
|
2023
Q1 | $14.8K | Sell |
220
-1,532
| -87% | -$103K | ﹤0.01% | 2140 |
|
|
2022
Q4 | $119K | Buy |
1,752
+688
| +65% | +$46.7K | ﹤0.01% | 1651 |
|
|
2022
Q3 | $72K | Buy |
1,064
+234
| +28% | +$15.8K | ﹤0.01% | 2098 |
|
|
2022
Q2 | $56K | Hold |
830
| – | – | ﹤0.01% | 2081 |
|
|
2022
Q1 | $56K | Buy |
+830
| New | +$56K | ﹤0.01% | 2081 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3908 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3647 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3557 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3430 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3307 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3170 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3144 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3188 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3316 |
|
|
2019
Q1 | $3K | Sell |
58
-1,320
| -96% | -$68.3K | ﹤0.01% | 2007 |
|
|
2018
Q4 | $76K | Sell |
1,378
-716
| -34% | -$39.5K | ﹤0.01% | 1341 |
|
|
2018
Q3 | $130K | Sell |
2,094
-2,031
| -49% | -$126K | 0.01% | 1314 |
|
|
2018
Q2 | $264K | Sell |
4,125
-760
| -16% | -$48.6K | 0.01% | 924 |
|
|
2018
Q1 | $307K | Hold |
4,885
| – | – | 0.01% | 811 |
|
|
2017
Q4 | $307K | Sell |
4,885
-1,601
| -25% | -$101K | 0.01% | 809 |
|
|
2017
Q3 | $371K | Buy |
6,486
+419
| +7% | +$24K | 0.01% | 818 |
|
|
2017
Q2 | $323K | Sell |
6,067
-3,293
| -35% | -$175K | 0.01% | 872 |
|
|
2017
Q1 | $480K | Buy |
9,360
+355
| +4% | +$18.2K | 0.02% | 699 |
|
|
2016
Q4 | $446K | Buy |
9,005
+7,780
| +635% | +$385K | 0.02% | 666 |
|
|
2016
Q3 | $51K | Sell |
1,225
-256
| -17% | -$10.7K | ﹤0.01% | 1792 |
|
|
2016
Q2 | $53K | Buy |
1,481
+1,423
| +2,453% | +$50.9K | ﹤0.01% | 1720 |
|
|
2016
Q1 | $3K | Sell |
58
-362
| -86% | -$18.7K | ﹤0.01% | 2007 |
|
|
2015
Q4 | $17K | Buy |
+420
| New | +$17K | ﹤0.01% | 2245 |
|