9WM
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9258 Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

9258 Wealth Management’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$396K Sell
3,078
-158
-5% -$20.3K 0.06% 235
2024
Q2 		$378K Buy
+3,236
New +$378K 0.06% 234