Chicago 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	$13.3M	Sell	78,408 -742	-0.9%	-$126K	6.32%	2
2025 Q1	$11.1M	Buy	79,150 +1,967	+3%	+$276K	5.81%	3
2024 Q4	$11.1M	Buy	77,183 +4,353	+6%	+$627K	5.78%	2
2024 Q3	$9.36M	Buy	72,830 +1,149	+2%	+$148K	5%	9
2024 Q2	$8.38M	Buy	+71,681	New	+$8.38M	4.82%	11