WESPAC Advisors SoCal’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 | $16.6M | Sell |
98,247
-230
| -0.2% | -$38.9K | 3.71% | 4 |
|
|
2025
Q1 | $13.8M | Buy |
98,477
+6,005
| +6% | +$841K | 3.59% | 6 |
|
|
2024
Q4 | $13.3M | Buy |
92,472
+14,737
| +19% | +$2.12M | 3.01% | 10 |
|
|
2024
Q3 | $9.99M | Buy |
77,735
+1,685
| +2% | +$217K | 2.31% | 15 |
|
|
2024
Q2 | $8.89M | Buy |
76,050
+8,980
| +13% | +$1.05M | 2.23% | 20 |
|
|
2024
Q1 | $7.78M | Buy |
+67,070
| New | +$7.78M | 2.04% | 19 |
|