Avalon Capital 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	–	Sell	-7,752	Closed	-$1.09M	–	135
2025 Q1	$1.09M	Sell	7,752 -6,634	-46%	-$929K	0.32%	60
2024 Q4	$2.07M	Buy	+14,386	New	+$2.07M	0.67%	38
2014 Q4	–	Sell	-78,160	Closed	-$3.07M	–	70
2014 Q3	$3.07M	Buy	+78,160	New	+$3.07M	2.56%	9