Allworth Financial’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	$1.09M	Sell	8,069 -1,392	-15%	-$187K	0.01%	611
2025 Q1	$1.24M	Sell	9,461 -3,274	-26%	-$429K	0.01%	481
2024 Q4	$1.62M	Buy	+12,735	New	+$1.62M	0.01%	439