GeoWealth 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 Q1	–	Sell	-1,560	Closed	-$225K	–	1410
2024 Q4	$225K	Sell	1,560 -375	-19%	-$54K	0.01%	719
2024 Q3	$249K	Sell	1,935 -4,749	-71%	-$611K	0.01%	652
2024 Q2	$782K	Buy	+6,684	New	+$782K	0.03%	322