WESPAC Advisors’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 | $281K | Hold |
1,663
| – | – | 0.2% | 142 |
|
|
2025
Q1 | $233K | Buy |
1,663
+12
| +0.7% | +$1.68K | 0.19% | 143 |
|
|
2024
Q4 | $238K | Buy |
+1,651
| New | +$238K | 0.18% | 145 |
|
|
2019
Q1 | – | Sell |
-15,400
| Closed | -$863K | – | 132 |
|
|
2018
Q4 | $863K | Buy |
+15,400
| New | +$863K | 0.84% | 43 |
|
|
2015
Q1 | – | Sell |
-7,117
| Closed | -$304K | – | 127 |
|
|
2014
Q4 | $304K | Buy |
+7,117
| New | +$304K | 0.21% | 94 |
|