Advisory Services Network’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 | $13.6M | Buy |
106,596
+8,745
| +9% | +$1.11M | 0.22% | 88 |
|
2025
Q1 | $13.5M | Buy |
97,851
+4,132
| +4% | +$569K | 0.26% | 68 |
|
2024
Q4 | $11.9M | Buy |
93,719
+13,910
| +17% | +$1.76M | 0.22% | 87 |
|
2024
Q3 | $9.01M | Hold |
79,809
| – | – | 0.19% | 111 |
|
2024
Q2 | $9.01M | Sell |
79,809
-4,360
| -5% | -$492K | 0.19% | 111 |
|
2024
Q1 | $9.88M | Sell |
84,169
-5,557
| -6% | -$652K | 0.22% | 92 |
|
2023
Q4 | $8.98M | Sell |
89,726
-1,244
| -1% | -$125K | 0.22% | 85 |
|
2023
Q3 | $8.34M | Sell |
90,970
-212
| -0.2% | -$19.4K | 0.22% | 85 |
|
2023
Q2 | $8.01M | Sell |
91,182
-1,848
| -2% | -$162K | 0.21% | 95 |
|
2023
Q1 | $7.97M | Sell |
93,030
-6,017
| -6% | -$515K | 0.22% | 89 |
|
2022
Q4 | $9.05M | Sell |
99,047
-295
| -0.3% | -$27K | 0.28% | 78 |
|
2022
Q3 | $7.86M | Buy |
99,342
+504
| +0.5% | +$39.9K | 0.28% | 78 |
|
2022
Q2 | $8.2M | Buy |
+98,838
| New | +$8.2M | 0.28% | 78 |
|
2021
Q3 | – | Sell |
-815
| Closed | -$63K | – | 2253 |
|
2021
Q2 | $63K | Buy |
+815
| New | +$63K | ﹤0.01% | 1866 |
|
2021
Q1 | – | Sell |
-815
| Closed | -$55K | – | 2171 |
|
2020
Q4 | $55K | Sell |
815
-2,483
| -75% | -$168K | ﹤0.01% | 1612 |
|
2020
Q3 | $184K | Sell |
3,298
-529
| -14% | -$29.5K | 0.01% | 1004 |
|
2020
Q2 | $211K | Buy |
3,827
+1,529
| +67% | +$84.3K | 0.01% | 922 |
|
2020
Q1 | $114K | Buy |
2,298
+1,241
| +117% | +$61.6K | 0.01% | 1014 |
|
2019
Q4 | $75K | Buy |
1,057
+1,042
| +6,947% | +$73.9K | ﹤0.01% | 1297 |
|
2019
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 2716 |
|
2019
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 2714 |
|
2018
Q4 | – | Sell |
-242
| Closed | -$16K | – | 2598 |
|
2018
Q3 | $16K | Hold |
242
| – | – | ﹤0.01% | 1641 |
|
2018
Q2 | $16K | Hold |
242
| – | – | ﹤0.01% | 1624 |
|
2018
Q1 | $16K | Buy |
+242
| New | +$16K | ﹤0.01% | 1719 |
|