WealthOne’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
2023 Q2	–	Sell	-3,200	Closed	-$293K	–	114
2023 Q1	$293K	Sell	3,200 -188	-6%	-$17.2K	0.11%	81
2022 Q4	$326K	Buy	+3,388	New	+$326K	0.13%	75
2021 Q3	–	Sell	-4,529	Closed	-$462K	–	133
2021 Q2	$462K	Buy	+4,529	New	+$462K	0.18%	66