Kestra Advisory Services’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
Q3 | $606K | Buy |
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|
2025
Q2 | $496K | Buy |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $367K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $605K | Sell |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $1.01M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $863K | Buy |
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|
2021
Q2 | $487K | Buy |
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|
2021
Q1 | $252K | Buy |
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