AE Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.83K	Buy	+61	New	+$8.09K	﹤0.01%	2308
2025 Q4	–	Sell	-27	Closed	-$3.62K	–	2504
2025 Q3	$3.62K	Sell	27 -190	-88%	-$24.9K	﹤0.01%	2113
2025 Q2	$29.2K	Hold	217	–	–	﹤0.01%	1694
2025 Q1	$29.9K	Sell	217 -930	-81%	-$122K	﹤0.01%	1660
2024 Q4	$145K	Buy	+1,147	New	+$150K	﹤0.01%	1345
2024 Q2	–	Sell	-2,095	Closed	-$246K	–	1260
2024 Q1	$246K	Buy	+2,095	New	+$228K	﹤0.01%	1029
2023 Q4	–	Sell	-20,820	Closed	-$1.91M	–	2110
2023 Q3	$1.91M	Buy	20,820 +756	+4%	+$68.7K	0.01%	864
2023 Q2	$1.76M	Buy	+20,064	New	+$1.73M	0.01%	882
2023 Q1	–	Sell	-17,303	Closed	-$1.58M	–	1937
2022 Q4	$1.58M	Buy	17,303 +6,004	+53%	+$536K	0.01%	831
2022 Q3	$894K	Buy	+11,299	New	+$941K	0.01%	983