OCPWS

One Charles Private Wealth Services’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,179	Closed	-$255K	–	154
2024 Q2	$255K	Buy	+2,179	New	+$255K	0.11%	120