RWA Wealth Partners’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	-22,401	Closed	-$3.23M	–	559
2024 Q4	$3.23M	Buy	+22,401	New	+$3.23M	0.04%	198
2021 Q4	–	Sell	-58,088	Closed	-$6.06M	–	256
2021 Q3	$6.06M	Buy	+58,088	New	+$6.06M	0.45%	69