No House member has disclosed a IAI trade since 2025.
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.8 | -7.4 | -3.8 | 7.5 | 3.6 | -4.1 | 6.2 | 4.4 | -9.4 | 1.5 | −0.3% | ||
| 2025 | 8.6 | -2.3 | -8.3 | 0.5 | 9.7 | 9.4 | 3.8 | -0.8 | 1.6 | -1.0 | 0.4 | 2.0 | +24.5% |
| 2024 | -2.4 | 4.5 | 4.8 | -4.0 | 4.7 | 0.2 | 6.1 | 2.9 | 0.6 | 3.2 | 15.7 | -6.1 | +32.8% |
| 2023 | 6.3 | -1.0 | -9.5 | 0.3 | -5.1 | 4.1 | 7.8 | -3.4 | -3.7 | -4.1 | 13.0 | 10.0 | +12.9% |
| 2022 | -2.9 | -3.2 | -3.6 | -11.0 | 4.0 | -9.1 | 10.6 | -0.1 | -7.9 | 12.3 | 7.5 | -6.7 | −12.8% |
| 2021 | -0.3 | 13.1 | 2.8 | 5.6 | 4.6 | 0.3 | 1.1 | 6.2 | -4.8 | 9.1 | -5.9 | 2.8 | +38.5% |
| 2020 | 2.9 | -10.1 | -19.2 | 12.3 | 6.4 | -2.2 | 1.7 | 6.2 | -4.1 | -0.6 | 18.0 | 9.4 | +16.1% |
| 2019 | 8.1 | 2.0 | -4.8 | 8.6 | -5.5 | 4.6 | 3.3 | -1.7 | 0.3 | 0.2 | 6.1 | 0.2 | +22.3% |
| 2018 | 5.6 | -0.0 | -1.3 | 0.6 | 1.0 | -3.5 | 1.8 | 0.8 | -5.4 | -2.1 | 0.8 | -8.7 | −10.7% |
| 2017 | 4.2 | 1.1 | -1.7 | -1.1 | -1.8 | 6.9 | 2.9 | -2.3 | 6.7 | 1.4 | 6.3 | 1.8 | +26.9% |
| 2016 | -12.7 | -2.4 | 5.9 | 0.6 | 4.8 | -8.6 | 8.6 | 6.5 | -0.4 | -0.4 | 17.1 | 1.9 | +19.2% |
| 2015 | -9.6 | 9.4 | 1.5 | -0.8 | 2.9 | 0.3 | 0.1 | -7.7 | -4.8 | 6.6 | 5.3 | -4.0 | −2.6% |
| 2014 | -4.1 | 3.5 | 0.6 | -3.1 | -1.7 | 2.4 | 1.0 | 3.2 | 0.0 | 2.4 | 1.3 | 4.7 | +10.4% |
| 2013 | 13.2 | 2.9 | 0.9 | -0.8 | 9.5 | 2.0 | 5.1 | -3.3 | 4.4 | 4.5 | 9.7 | 3.3 | +63.5% |
| 2012 | 8.2 | 7.3 | 4.4 | -7.1 | -10.7 | 2.3 | -2.6 | 3.6 | 2.2 | 0.9 | 1.1 | 4.3 | +13.0% |
| 2011 | 2.3 | 3.7 | -3.1 | 0.3 | -5.2 | -5.6 | -2.5 | -12.6 | -12.8 | 12.1 | -4.9 | -1.3 | −27.9% |
| 2010 | -7.2 | 2.6 | 5.6 | 3.7 | -9.6 | -9.3 | 6.9 | -8.6 | 7.7 | 5.7 | -0.8 | 9.4 | +3.2% |
| 2009 | -9.2 | -5.7 | 17.1 | 14.0 | 13.0 | -0.5 | 3.8 | 4.4 | 6.2 | -6.7 | 0.1 | 2.1 | +41.1% |
| 2008 | -5.1 | -13.9 | -10.9 | 10.5 | -3.3 | -16.2 | 0.8 | 0.7 | -15.3 | -20.7 | -15.2 | 3.3 | −61.0% |
| 2007 | 4.7 | -5.3 | -1.2 | 4.0 | 4.1 | -4.3 | -7.1 | -2.4 | 5.0 | 5.5 | -7.1 | 0.3 | −4.9% |
The index measures the performance of the investment services sector of the U.S. equity market, as defined by SPDJI. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is non-diversified.