Southern Capital 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 | $616K | Sell |
3,644
-127
| -3% | -$21.5K | 0.32% | 38 |
|
|
2025
Q1 | $528K | Buy |
+3,771
| New | +$528K | 0.29% | 43 |
|
|
2023
Q3 | – | Sell |
-5,784
| Closed | -$525K | – | 65 |
|
|
2023
Q2 | $525K | Sell |
5,784
-2,915
| -34% | -$265K | 0.4% | 37 |
|
|
2023
Q1 | $797K | Sell |
8,699
-1,899
| -18% | -$174K | 0.59% | 34 |
|
|
2022
Q4 | $1.02M | Sell |
10,598
-18,702
| -64% | -$1.8M | 0.79% | 29 |
|
|
2022
Q3 | $2.5M | Buy |
29,300
+1,070
| +4% | +$91.4K | 2.05% | 12 |
|
|
2022
Q2 | $2.37M | Sell |
28,230
-1,955
| -6% | -$164K | 1.88% | 13 |
|
|
2022
Q1 | $3.02M | Buy |
30,185
+4,137
| +16% | +$413K | 2.06% | 12 |
|
|
2021
Q4 | $2.87M | Buy |
+26,048
| New | +$2.87M | 1.77% | 15 |
|