O'Shaughnessy Asset 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 | $195K | Sell |
1,154
-78
| -6% | -$13.2K | ﹤0.01% | 1836 |
|
|
2025
Q1 | $173K | Buy |
1,232
+309
| +33% | +$43.3K | ﹤0.01% | 1804 |
|
|
2024
Q4 | $133K | Buy |
923
+835
| +949% | +$120K | ﹤0.01% | 1816 |
|
|
2024
Q3 | $11.9K | Buy |
88
+19
| +28% | +$2.56K | ﹤0.01% | 1985 |
|
|
2024
Q2 | $8.07K | Hold |
69
| – | – | ﹤0.01% | 1847 |
|
|
2024
Q1 | $8.01K | Buy |
+69
| New | +$8.01K | ﹤0.01% | 1779 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$96 | – | 1514 |
|
|
2022
Q4 | $96 | Buy |
+1
| New | +$96 | ﹤0.01% | 1382 |
|