WestEnd 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
$89.1K Sell
527
-4,680
-90% -$792K ﹤0.01% 51
2025
Q1
$730K Sell
5,207
-702,807
-99% -$98.5M 0.02% 41
2024
Q4
$102M Sell
708,014
-57,713
-8% -$8.32M 2.6% 11
2024
Q3
$98.4M Sell
765,727
-19,690
-3% -$2.53M 2.42% 13
2024
Q2
$91.8M Buy
+785,417
New +$91.8M 2.37% 13