MinichMacGregor Wealth Management’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
Q2 | $10.9M | Buy |
|
|||||
|
2025
Q1 | $7.16M | Sell |
|
|||||
|
2024
Q4 | $11.5M | Sell |
|
|||||
|
2024
Q3 | $10.5M | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $373K | Sell |
|
|||||
|
2023
Q1 | $7.87M | Buy |
|
|||||
|
2022
Q4 | $111K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $5.59M | Sell |
|
|||||
|
2021
Q4 | $6.22M | Buy |
|
|||||
|
2021
Q3 | $5.75M | Buy |
|
|||||
|
2021
Q2 | $5.58M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $2.01M | Sell |
|
|||||
|
2019
Q3 | $1.96M | Sell |
|
|||||
|
2019
Q2 | $1.97M | Buy |
|
|||||
|
2019
Q1 | $1.8M | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $5.45M | Buy |
|
|||||
|
2018
Q2 | $4.97M | Buy |
|
|||||
|
2018
Q1 | $4.74M | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $43K | Hold |
|
|||||
|
2016
Q4 | $42K | Sell |
|
|||||
|
2016
Q3 | $98K | Sell |
|
|||||
|
2016
Q2 | $180K | Buy |
|
|||||
|
2016
Q1 | $187K | Sell |
|
|||||
|
2015
Q4 | $3.64M | Buy |
|