Allworth Financial’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	$1.12M	Sell	6,620 -927	-12%	-$157K	0.01%	604
2025 Q1	$1.04M	Sell	7,547 -3,175	-30%	-$439K	0.01%	513
2024 Q4	$1.65M	Buy	+10,722	New	+$1.65M	0.01%	437
2018 Q4	–	Sell	-6	Closed	–	–	894
2018 Q3	$0	Buy	+6	New	–	﹤0.01%	937