WESPAC Advisors SoCal’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

WESPAC Advisors SoCal’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$17.2M	Sell
2025 Q2	$16.6M	Sell
2025 Q1	$13.8M	Buy
2024 Q4	$13.3M	Buy
2024 Q3	$9.99M	Buy
2024 Q2	$8.89M	Buy
2024 Q1	$7.78M	Buy