RMR Wealth Builders’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	-3,379	Closed	-$487K	–	266
2024 Q4	$487K	Sell	3,379 -7	-0.2%	-$1.01K	0.05%	159
2024 Q3	$435K	Buy	+3,386	New	+$435K	0.05%	168