Adapt Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.63M	Buy	64,165 +2,061	+3%	+$277K	3.86%	11
2025 Q1	$8.56M	Buy	62,104 +4,720	+8%	+$650K	4.17%	9
2024 Q4	$7.26M	Buy	57,384 +18,401	+47%	+$2.33M	3.57%	9
2024 Q3	$5.03M	Buy	38,983 +20,431	+110%	+$2.64M	2.69%	15
2024 Q2	$2.09M	Buy	+18,552	New	+$2.09M	1.31%	24