1 North Wealth Services’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

1 North Wealth Services’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.28M	Sell
2025 Q1	$2.74M	Sell
2024 Q4	$5.31M	Buy
2019 Q4	$0	Hold
2019 Q3	$0	Buy
2019 Q1	$0	Hold
2018 Q4	$0	Buy