Wealthcare Advisory Partners’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 | $250K | Sell |
1,476
-2,291
| -61% | -$388K | 0.01% | 854 |
|
|
2025
Q1 | $528K | Buy |
3,767
+275
| +8% | +$38.5K | 0.01% | 585 |
|
|
2024
Q4 | $503K | Buy |
+3,492
| New | +$503K | 0.01% | 567 |
|
|
2022
Q2 | – | Sell |
-2,720
| Closed | -$272K | – | 593 |
|
|
2022
Q1 | $272K | Buy |
2,720
+284
| +12% | +$28.4K | 0.02% | 445 |
|
|
2021
Q4 | $268K | Buy |
2,436
+104
| +4% | +$11.4K | 0.02% | 472 |
|
|
2021
Q3 | $243K | Buy |
+2,332
| New | +$243K | 0.02% | 471 |
|
|
2021
Q2 | – | Sell |
-15
| Closed | -$1K | – | 1143 |
|
|
2021
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1987 |
|