Kestra Advisory Services’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 | $496K | Buy |
2,934
+347
| +13% | +$58.7K | ﹤0.01% | 1961 |
|
|
2025
Q1 | $362K | Buy |
2,587
+43
| +2% | +$6.03K | ﹤0.01% | 2038 |
|
|
2024
Q4 | $367K | Buy |
+2,544
| New | +$367K | ﹤0.01% | 2082 |
|
|
2023
Q2 | – | Sell |
-6,600
| Closed | -$605K | – | 2143 |
|
|
2023
Q1 | $605K | Sell |
6,600
-10,170
| -61% | -$932K | 0.01% | 1183 |
|
|
2022
Q4 | $1.61M | Buy |
16,770
+4,958
| +42% | +$477K | 0.01% | 839 |
|
|
2022
Q3 | $1.01M | Buy |
+11,812
| New | +$1.01M | 0.01% | 971 |
|
|
2021
Q4 | – | Sell |
-8,263
| Closed | -$863K | – | 2091 |
|
|
2021
Q3 | $863K | Buy |
8,263
+3,496
| +73% | +$365K | 0.01% | 1090 |
|
|
2021
Q2 | $487K | Buy |
4,767
+2,028
| +74% | +$207K | 0.01% | 1288 |
|
|
2021
Q1 | $252K | Buy |
+2,739
| New | +$252K | ﹤0.01% | 1570 |
|