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

GeoWealth Management’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 Q1	–	Sell
2024 Q4	$225K	Sell
2024 Q3	$249K	Sell
2024 Q2	$782K	Buy