Northwestern Mutual Wealth 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 | $153K | Sell |
904
-114
| -11% | -$19.3K | ﹤0.01% | 1852 |
|
|
2025
Q1 | $143K | Sell |
1,018
-12
| -1% | -$1.68K | ﹤0.01% | 1799 |
|
|
2024
Q4 | $148K | Buy |
1,030
+213
| +26% | +$30.7K | ﹤0.01% | 1770 |
|
|
2024
Q3 | $105K | Sell |
817
-269
| -25% | -$34.6K | ﹤0.01% | 1876 |
|
|
2024
Q2 | $127K | Sell |
1,086
-17
| -2% | -$1.99K | ﹤0.01% | 1739 |
|
|
2024
Q1 | $128K | Buy |
1,103
+361
| +49% | +$41.9K | ﹤0.01% | 1729 |
|
|
2023
Q4 | $80.5K | Sell |
742
-149
| -17% | -$16.2K | ﹤0.01% | 1865 |
|
|
2023
Q3 | $81.1K | Sell |
891
-105
| -11% | -$9.56K | ﹤0.01% | 1788 |
|
|
2023
Q2 | $90.4K | Sell |
996
-94
| -9% | -$8.53K | ﹤0.01% | 1763 |
|
|
2023
Q1 | $99.9K | Sell |
1,090
-271
| -20% | -$24.8K | ﹤0.01% | 1688 |
|
|
2022
Q4 | $131K | Buy |
1,361
+57
| +4% | +$5.48K | ﹤0.01% | 1558 |
|
|
2022
Q3 | $111K | Sell |
1,304
-468
| -26% | -$39.8K | ﹤0.01% | 1602 |
|
|
2022
Q2 | $149K | Sell |
1,772
-668
| -27% | -$56.2K | ﹤0.01% | 1490 |
|
|
2022
Q1 | $244K | Buy |
2,440
+2,252
| +1,198% | +$225K | ﹤0.01% | 1352 |
|
|
2021
Q4 | $21K | Buy |
188
+121
| +181% | +$13.5K | ﹤0.01% | 2312 |
|
|
2021
Q3 | $7K | Sell |
67
-146
| -69% | -$15.3K | ﹤0.01% | 2571 |
|
|
2021
Q2 | $22K | Buy |
+213
| New | +$22K | ﹤0.01% | 2156 |
|
|
2020
Q4 | – | Sell |
-1,266
| Closed | -$79K | – | 2775 |
|
|
2020
Q3 | $79K | Buy |
+1,266
| New | +$79K | ﹤0.01% | 1353 |
|
|
2018
Q3 | – | Sell |
-765
| Closed | -$49K | – | 2534 |
|
|
2018
Q2 | $49K | Buy |
+765
| New | +$49K | ﹤0.01% | 1249 |
|