Waverly Advisors’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	-3,066	Closed	-$442K	–	1114
2024 Q4	$442K	Buy	+3,066	New	+$442K	0.01%	711