Navis Wealth Advisors’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 | $442K | Hold |
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|
2025
Q2 | $423K | Hold |
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|
2025
Q1 | $350K | Hold |
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|
2024
Q4 | $360K | Hold |
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|
2024
Q3 | $321K | Hold |
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|
2024
Q2 | $292K | Hold |
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|
2024
Q1 | $290K | Hold |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $229K | Hold |
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|
2022
Q4 | $240K | Hold |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $210K | Hold |
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|
2022
Q1 | $250K | Hold |
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|
2021
Q4 | $276K | Hold |
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|
2021
Q3 | $261K | Hold |
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|
2021
Q2 | $255K | Hold |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $318K | Buy |
|