L.J. Altfest & Co’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 | – | Sell |
-7,533
| Closed | -$1.06M | – | 352 |
|
|
2025
Q1 | $1.06M | Sell |
7,533
-9,423
| -56% | -$1.32M | 0.13% | 120 |
|
|
2024
Q4 | $2.44M | Buy |
+16,956
| New | +$2.44M | 0.31% | 66 |
|
|
2023
Q4 | – | Sell |
-11,690
| Closed | -$1.06M | – | 314 |
|
|
2023
Q3 | $1.06M | Sell |
11,690
-9,026
| -44% | -$822K | 0.17% | 102 |
|
|
2023
Q2 | $1.88M | Buy |
+20,716
| New | +$1.88M | 0.28% | 55 |
|
|
2022
Q1 | – | Sell |
-1,852
| Closed | -$204K | – | 269 |
|
|
2021
Q4 | $204K | Sell |
1,852
-1,402
| -43% | -$154K | 0.04% | 239 |
|
|
2021
Q3 | $340K | Sell |
3,254
-51,453
| -94% | -$5.38M | 0.07% | 188 |
|
|
2021
Q2 | $5.58M | Buy |
+54,707
| New | +$5.58M | 1.2% | 20 |
|
|
2018
Q4 | – | Sell |
-18,219
| Closed | -$1.13M | – | 166 |
|
|
2018
Q3 | $1.13M | Buy |
18,219
+5
| +0% | +$311 | 0.33% | 54 |
|
|
2018
Q2 | $1.17M | Buy |
18,214
+8,475
| +87% | +$543K | 0.43% | 47 |
|
|
2018
Q1 | $637K | Buy |
9,739
+337
| +4% | +$22K | 0.27% | 84 |
|
|
2017
Q4 | $590K | Buy |
+9,402
| New | +$590K | 0.22% | 96 |
|