SWMG LLC’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 Q2	$252K	Buy	+1,440	New	+$252K	0.08%	106
2025 Q1	–	Sell	-1,432	Closed	-$220K	–	113
2024 Q4	$220K	Buy	1,432 +4	+0.3%	+$616	0.09%	111
2024 Q3	$212K	Buy	+1,428	New	+$212K	0.09%	116