AE Wealth Management’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 | $29.2K | Hold |
217
| – | – | ﹤0.01% | 1694 |
|
|
2025
Q1 | $29.9K | Sell |
217
-930
| -81% | -$128K | ﹤0.01% | 1660 |
|
|
2024
Q4 | $145K | Buy |
+1,147
| New | +$145K | ﹤0.01% | 1345 |
|
|
2024
Q2 | – | Sell |
-2,095
| Closed | -$246K | – | 1259 |
|
|
2024
Q1 | $246K | Buy |
+2,095
| New | +$246K | ﹤0.01% | 1029 |
|
|
2023
Q4 | – | Sell |
-20,820
| Closed | -$1.91M | – | 2104 |
|
|
2023
Q3 | $1.91M | Buy |
20,820
+756
| +4% | +$69.3K | 0.01% | 862 |
|
|
2023
Q2 | $1.76M | Buy |
+20,064
| New | +$1.76M | 0.01% | 881 |
|
|
2023
Q1 | – | Sell |
-17,303
| Closed | -$1.58M | – | 1934 |
|
|
2022
Q4 | $1.58M | Buy |
17,303
+6,004
| +53% | +$549K | 0.01% | 830 |
|
|
2022
Q3 | $894K | Buy |
+11,299
| New | +$894K | 0.01% | 981 |
|