Robinson Value Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.53M Sell
2025
Q2
$1.53M Hold
2025
Q1
$1.27M Sell
2024
Q4
$1.31M Buy
2023
Q1
Sell
2022
Q4
$752K Buy
2022
Q3
$599K Buy
2022
Q2
$588K Buy
2022
Q1
$629K Sell
2021
Q4
$700K Buy
2021
Q3
$584K Buy
2021
Q2
$564K Hold
2021
Q1
$509K Buy
2020
Q4
$368K Buy
2019
Q4
$301K Buy
2019
Q2
$287K Buy
2017
Q3
Sell
2017
Q2
$409K Buy
2017
Q1
$337K Hold
2016
Q4
$325K Buy