SFI Advisors’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 | $6.85M | Sell |
40,485
-2,836
| -7% | -$480K | 4.74% | 2 |
|
|
2025
Q1 | $6.07M | Sell |
43,321
-1,071
| -2% | -$150K | 4.49% | 4 |
|
|
2024
Q4 | $6.4M | Sell |
44,392
-1,211
| -3% | -$175K | 4.49% | 3 |
|
|
2024
Q3 | $5.86M | Sell |
45,603
-1,389
| -3% | -$179K | 4.18% | 4 |
|
|
2024
Q2 | $5.49M | Sell |
46,992
-750
| -2% | -$87.7K | 4.23% | 4 |
|
|
2024
Q1 | $5.54M | Buy |
47,742
+458
| +1% | +$53.1K | 4.34% | 3 |
|
|
2023
Q4 | $5.13M | Sell |
47,284
-2,239
| -5% | -$243K | 4.38% | 3 |
|
|
2023
Q3 | $4.51M | Sell |
49,523
-512
| -1% | -$46.6K | 4.41% | 2 |
|
|
2023
Q2 | $4.54M | Sell |
50,035
-852
| -2% | -$77.3K | 4.31% | 4 |
|
|
2023
Q1 | $4.66M | Sell |
50,887
-2,992
| -6% | -$274K | 4.68% | 1 |
|
|
2022
Q4 | $5.18M | Sell |
53,879
-1,765
| -3% | -$170K | 5.62% | 1 |
|
|
2022
Q3 | $4.75M | Buy |
55,644
+314
| +0.6% | +$26.8K | 5.52% | 1 |
|
|
2022
Q2 | $4.65M | Sell |
55,330
-53
| -0.1% | -$4.45K | 5.15% | 2 |
|
|
2022
Q1 | $5.53K | Buy |
55,383
+112
| +0.2% | +$11 | 3.37% | 5 |
|
|
2021
Q4 | $6.25M | Buy |
+55,271
| New | +$6.25M | 5.52% | 2 |
|