Kestra Private Wealth 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
2022
Q2
Sell
-8,273
Closed -$826K 963
2022
Q1
$826K Buy
8,273
+34
+0.4% +$3.4K 0.04% 422
2021
Q4
$908K Buy
8,239
+463
+6% +$51K 0.04% 411
2021
Q3
$812K Buy
+7,776
New +$812K 0.05% 400