Atria Wealth Solutions’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Atria Wealth Solutions’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	$2.97M	Sell
2025 Q1	$3.53M	Sell
2024 Q4	$5.7M	Buy
2024 Q3	$1.9M	Buy
2024 Q2	$1.69M	Buy
2024 Q1	$655K	Buy
2023 Q1	–	Sell
2022 Q4	$464K	Buy
2022 Q3	$388K	Buy
2022 Q2	$356K	Buy
2022 Q1	$403K	Buy