North Star Investment Management’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 | $278K | Sell |
1,645
-97
| -6% | -$16.4K | 0.02% | 375 |
|
|
2025
Q1 | $244K | Hold |
1,742
| – | – | 0.02% | 390 |
|
|
2024
Q4 | $251K | Hold |
1,742
| – | – | 0.02% | 385 |
|
|
2024
Q3 | $224K | Hold |
1,742
| – | – | 0.02% | 399 |
|
|
2024
Q2 | $204K | Hold |
1,742
| – | – | 0.01% | 405 |
|
|
2024
Q1 | $202K | Buy |
1,742
+97
| +6% | +$11.3K | 0.01% | 415 |
|
|
2023
Q4 | $179K | Hold |
1,645
| – | – | 0.01% | 428 |
|
|
2023
Q3 | $150K | Hold |
1,645
| – | – | 0.01% | 447 |
|
|
2023
Q2 | $149K | Hold |
1,645
| – | – | 0.01% | 453 |
|
|
2023
Q1 | $151K | Hold |
1,645
| – | – | 0.01% | 462 |
|
|
2022
Q4 | $158K | Buy |
+1,645
| New | +$158K | 0.01% | 440 |
|