Simplicity Wealth’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
2024 Q4	–	Sell	-2,604	Closed	-$335K	–	423
2024 Q3	$335K	Buy	2,604 +84	+3%	+$10.8K	0.03%	375
2024 Q2	$295K	Buy	+2,520	New	+$295K	0.01%	954