Legacy Capital Group California’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	-1,407	Closed	-$203K	–	331
2024 Q4	$203K	Buy	+1,407	New	+$203K	0.06%	317