Aprio Wealth Management’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	$927K	Sell	5,481 -287	-5%	-$48.5K	0.1%	118
2025 Q1	$808K	Buy	5,768 +2,156	+60%	+$302K	0.1%	125
2024 Q4	$520K	Buy	+3,612	New	+$520K	0.08%	133