Impact Partnership Wealth’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
2024
Q2
Sell
-50
Closed -$5.8K 435
2024
Q1
$5.8K Hold
50
﹤0.01% 489
2023
Q4
$5.43K Sell
50
-25
-33% -$2.71K ﹤0.01% 568
2023
Q3
$6.83K Hold
75
﹤0.01% 653
2023
Q2
$6.81K Buy
+75
New +$6.81K ﹤0.01% 459