Global Financial Private Client’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	$800K	Buy	4,728 +1,102	+30%	+$186K	0.3%	92
2025 Q1	$508K	Buy	+3,626	New	+$508K	0.19%	126