SWA
IAI icon

SFMG Wealth Advisors’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
2020
Q1
Sell
-399,085
Closed -$27.3M 159
2019
Q4
$27.3M Buy
+399,085
New +$27.3M 3.34% 12