Arete Wealth Advisors’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	$2.32M	Buy	13,712 +11,701	+582%	+$1.98M	0.16%	121
2025 Q1	$282K	Sell	2,011 -629	-24%	-$88.2K	0.02%	559
2024 Q4	$380K	Sell	2,640 -693	-21%	-$99.8K	0.03%	495
2024 Q3	$428K	Buy	+3,333	New	+$428K	0.04%	410