Total Wealth Planning & Management’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	-2,050	Closed	-$295K	–	184
2024 Q4	$295K	Buy	+2,050	New	+$295K	0.27%	120