Muirfield 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	$681K	Sell	4,026 -498	-11%	-$84.2K	0.54%	39
2025 Q1	$634K	Sell	4,524 -2,514	-36%	-$352K	0.54%	38
2024 Q4	$1.01M	Sell	7,038 -528	-7%	-$76.1K	0.84%	29
2024 Q3	$973K	Buy	+7,566	New	+$973K	0.83%	30