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Kingswood Wealth Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Kingswood Wealth Advisors’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$238K Sell
1,410
-739
-34% -$125K 0.02% 645
2025
Q1 		$301K Sell
2,149
-762
-26% -$107K 0.03% 544
2024
Q4 		$419K Buy
+2,911
New +$419K 0.03% 498