Apeiron RIA’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 | $732K | Sell |
5,446
-56
| -1% | -$7.53K | 0.19% | 92 |
|
2025
Q1 | $758K | Sell |
5,502
-170
| -3% | -$23.4K | 0.23% | 88 |
|
2024
Q4 | $717K | Sell |
5,672
-64
| -1% | -$8.09K | 0.2% | 90 |
|
2024
Q3 | $740K | Sell |
5,736
-83
| -1% | -$10.7K | 0.21% | 80 |
|
2024
Q2 | $657K | Hold |
5,819
| – | – | 0.2% | 89 |
|
2024
Q1 | $683K | Buy |
5,819
+21
| +0.4% | +$2.47K | 0.2% | 87 |
|
2023
Q4 | $581K | Sell |
5,798
-148
| -2% | -$14.8K | 0.18% | 97 |
|
2023
Q3 | $545K | Hold |
5,946
| – | – | 0.19% | 94 |
|
2023
Q2 | $523K | Buy |
5,946
+61
| +1% | +$5.36K | 0.18% | 91 |
|
2023
Q1 | $504K | Buy |
+5,885
| New | +$504K | 0.17% | 95 |
|