Great Valley Advisor Group’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	$2.04M	Sell	12,048 -217	-2%	-$36.7K	0.05%	313
2025 Q1	$1.72M	Buy	12,265 +133	+1%	+$18.6K	0.04%	341
2024 Q4	$1.75M	Buy	+12,132	New	+$1.75M	0.04%	340