NewEdge Advisors’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 | $829K | Buy |
4,899
+2
| +0% | +$338 | ﹤0.01% | 1391 |
|
|
2025
Q1 | $686K | Sell |
4,897
-194
| -4% | -$27.2K | ﹤0.01% | 1406 |
|
|
2024
Q4 | $734K | Buy |
5,091
+781
| +18% | +$113K | ﹤0.01% | 1329 |
|
|
2024
Q3 | $554K | Buy |
4,310
+487
| +13% | +$62.6K | ﹤0.01% | 1421 |
|
|
2024
Q2 | $447K | Buy |
3,823
+3,237
| +552% | +$379K | ﹤0.01% | 1479 |
|
|
2024
Q1 | $68K | Hold |
586
| – | – | ﹤0.01% | 2195 |
|
|
2023
Q4 | $63.6K | Sell |
586
-435
| -43% | -$47.2K | ﹤0.01% | 2137 |
|
|
2023
Q3 | $92.9K | Sell |
1,021
-386
| -27% | -$35.1K | ﹤0.01% | 1861 |
|
|
2023
Q2 | $128K | Sell |
1,407
-5,269
| -79% | -$478K | ﹤0.01% | 1776 |
|
|
2023
Q1 | $612K | Sell |
6,676
-14,171
| -68% | -$1.3M | 0.01% | 1021 |
|
|
2022
Q4 | $1.83M | Buy |
20,847
+13,522
| +185% | +$1.19M | 0.05% | 344 |
|
|
2022
Q3 | $625K | Buy |
7,325
+2,724
| +59% | +$232K | 0.01% | 862 |
|
|
2022
Q2 | $386K | Buy |
+4,601
| New | +$386K | 0.01% | 1093 |
|
|
2022
Q1 | – | Sell |
-3,029
| Closed | -$334K | – | 1360 |
|
|
2021
Q4 | $334K | Buy |
3,029
+180
| +6% | +$19.8K | 0.01% | 1268 |
|
|
2021
Q3 | $297K | Buy |
+2,849
| New | +$297K | 0.01% | 905 |
|