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

Evermay Wealth Management’s Portfolio IAI Stock Details IAI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-85
Closed -$12.2K – 592
2024
Q4 		$12.2K Hold
85
– – ﹤0.01% 425
2024
Q3 		$10.9K Buy
+85
New +$10.9K ﹤0.01% 450