Phillips Wealth Planners’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	-2,401	Closed	-$339K	–	184
2024 Q4	$339K	Sell	2,401 -45	-2%	-$6.36K	0.34%	103
2024 Q3	$337K	Sell	2,446 -105	-4%	-$14.5K	0.32%	114
2024 Q2	$307K	Buy	2,551 +7	+0.3%	+$842	0.32%	115
2024 Q1	$280K	Buy	+2,544	New	+$280K	0.32%	124