Secure Asset Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,005
| Closed | -$289K | – | 328 |
|
|
2024
Q4 | $289K | Buy |
2,005
+143
| +8% | +$20.6K | 0.04% | 256 |
|
|
2024
Q3 | $239K | Sell |
1,862
-712
| -28% | -$91.6K | 0.04% | 266 |
|
|
2024
Q2 | $301K | Sell |
2,574
-201
| -7% | -$23.5K | 0.06% | 227 |
|
|
2024
Q1 | $322K | Buy |
+2,775
| New | +$322K | 0.08% | 174 |
|