Spire Wealth Management’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 | $59.5K | Sell |
352
-22
| -6% | -$3.72K | ﹤0.01% | 1139 |
|
|
2025
Q1 | $52.4K | Sell |
374
-1,077
| -74% | -$151K | ﹤0.01% | 1260 |
|
|
2024
Q4 | $209K | Buy |
+1,451
| New | +$209K | 0.01% | 806 |
|
|
2024
Q3 | – | Sell |
-257
| Closed | -$30.1K | – | 2216 |
|
|
2024
Q2 | $30.1K | Buy |
+257
| New | +$30.1K | ﹤0.01% | 1286 |
|
|
2024
Q1 | – | Sell |
-678
| Closed | -$71.1K | – | 2351 |
|
|
2023
Q4 | $71.1K | Buy |
+678
| New | +$71.1K | ﹤0.01% | 1089 |
|
|
2023
Q1 | – | Sell |
-1,127
| Closed | -$108K | – | 2529 |
|
|
2022
Q4 | $108K | Buy |
1,127
+323
| +40% | +$31K | 0.01% | 714 |
|
|
2022
Q3 | $69K | Buy |
+804
| New | +$69K | ﹤0.01% | 840 |
|
|
2022
Q1 | – | Sell |
-34
| Closed | -$4K | – | 2681 |
|
|
2021
Q4 | $4K | Sell |
34
-36
| -51% | -$4.24K | ﹤0.01% | 2628 |
|
|
2021
Q3 | $7K | Buy |
+70
| New | +$7K | ﹤0.01% | 2193 |
|