Private Trust Company’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Private Trust Company’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$65.3K	Sell
2025 Q2	$85.8K	Buy
2025 Q1	$17.8K	Sell
2024 Q4	$28K	Sell
2024 Q3	$28.9K	Hold
2024 Q2	$26.3K	Buy
2023 Q4	–	Sell
2023 Q3	$28.3K	Buy