Heritage Oak Wealth Advisors’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	$2.53M	Buy	14,932 +64	+0.4%	+$10.8K	0.98%	19
2025 Q1	$2.08M	Buy	+14,868	New	+$2.08M	0.92%	21