Private Trust Company’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 | $85.8K | Buy |
507
+380
| +299% | +$64.3K | 0.01% | 1009 |
|
|
2025
Q1 | $17.8K | Sell |
127
-67
| -35% | -$9.39K | ﹤0.01% | 1603 |
|
|
2024
Q4 | $28K | Sell |
194
-31
| -14% | -$4.47K | ﹤0.01% | 1372 |
|
|
2024
Q3 | $28.9K | Hold |
225
| – | – | ﹤0.01% | 1335 |
|
|
2024
Q2 | $26.3K | Buy |
+225
| New | +$26.3K | ﹤0.01% | 1350 |
|
|
2023
Q4 | – | Sell |
-311
| Closed | -$28.3K | – | 2361 |
|
|
2023
Q3 | $28.3K | Buy |
+311
| New | +$28.3K | ﹤0.01% | 1224 |
|