Concurrent Investment Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,453	Closed	-$2.08M	–	1219
2024 Q4	$2.08M	Sell	14,453 -51	-0.4%	-$7.35K	0.06%	313
2024 Q3	$1.86M	Buy	14,504 +308	+2%	+$39.6K	0.06%	330
2024 Q2	$1.66M	Buy	+14,196	New	+$1.66M	0.05%	317