Sowell Financial Services’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 | $248K | Buy |
+1,464
| New | +$248K | 0.01% | 872 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$20K | – | 1515 |
|
|
2021
Q1 | $20K | Hold |
200
| – | – | ﹤0.01% | 2060 |
|
|
2020
Q4 | $16K | Sell |
200
-275
| -58% | -$22K | ﹤0.01% | 1833 |
|
|
2020
Q3 | $29K | Sell |
475
-250
| -34% | -$15.3K | ﹤0.01% | 1396 |
|
|
2020
Q2 | $43K | Sell |
725
-200
| -22% | -$11.9K | ﹤0.01% | 1201 |
|
|
2020
Q1 | $47K | Hold |
925
| – | – | ﹤0.01% | 1081 |
|
|
2019
Q4 | $63K | Sell |
925
-150
| -14% | -$10.2K | ﹤0.01% | 1070 |
|
|
2019
Q3 | $69K | Buy |
+1,075
| New | +$69K | 0.01% | 915 |
|