Jamison Private Wealth 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
2024 Q4	–	Sell	-33	Closed	-$4.24K	–	318
2024 Q3	$4.24K	Buy	+33	New	+$4.24K	﹤0.01%	389