Prospera Financial Services’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 | $10.4M | Sell |
61,258
-520
| -0.8% | -$88K | 0.19% | 117 |
|
|
2025
Q1 | $8.66M | Buy |
61,778
+6,698
| +12% | +$938K | 0.2% | 116 |
|
|
2024
Q4 | $7.94M | Buy |
55,080
+6,237
| +13% | +$899K | 0.18% | 123 |
|
|
2024
Q3 | $6.28M | Buy |
+48,843
| New | +$6.28M | 0.16% | 140 |
|
|
2024
Q2 | – | Sell |
-20,943
| Closed | -$2.43M | – | 1162 |
|
|
2024
Q1 | $2.43M | Buy |
+20,943
| New | +$2.43M | 0.07% | 299 |
|
|
2022
Q3 | – | Sell |
-69
| Closed | -$6K | – | 1185 |
|
|
2022
Q2 | $6K | Sell |
69
-100
| -59% | -$8.7K | ﹤0.01% | 1434 |
|
|
2022
Q1 | $17K | Buy |
+169
| New | +$17K | ﹤0.01% | 1800 |
|