Harrell Investment Partners’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	-27,001	Closed	-$3.89M	–	99
2024 Q4	$3.89M	Sell	27,001 -2,117	-7%	-$305K	1.09%	32
2024 Q3	$3.74M	Buy	29,118 +2,791	+11%	+$359K	1.06%	37
2024 Q2	$3.08M	Buy	+26,327	New	+$3.08M	0.9%	45