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

Marcum Wealth’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
Q1 		– Sell
-2,504
Closed -$361K – 416
2024
Q4 		$361K Sell
2,504
-193
-7% -$27.8K 0.03% 245
2024
Q3 		$347K Sell
2,697
-65
-2% -$8.36K 0.03% 254
2024
Q2 		$323K Buy
+2,762
New +$323K 0.03% 257