Summit Financial’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 | $393K | Sell |
2,321
-34
| -1% | -$5.75K | 0.01% | 620 |
|
|
2025
Q1 | $330K | Buy |
2,355
+33
| +1% | +$4.62K | 0.01% | 592 |
|
|
2024
Q4 | $335K | Sell |
2,322
-61
| -3% | -$8.79K | 0.01% | 517 |
|
|
2024
Q3 | $306K | Hold |
2,383
| – | – | 0.01% | 458 |
|
|
2024
Q2 | $279K | Hold |
2,383
| – | – | 0.01% | 427 |
|
|
2024
Q1 | $276K | Hold |
2,383
| – | – | 0.02% | 327 |
|
|
2023
Q4 | $259K | Hold |
2,383
| – | – | 0.02% | 312 |
|
|
2023
Q3 | $218K | Sell |
2,383
-60
| -2% | -$5.5K | 0.02% | 312 |
|
|
2023
Q2 | $222K | Buy |
+2,443
| New | +$222K | 0.02% | 304 |
|