Aptus Capital Advisors’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
Q1 | – | Sell |
-430
| Closed | -$54.4K | – | 1454 |
|
|
2024
Q4 | $54.4K | Buy |
+430
| New | +$54.4K | ﹤0.01% | 1087 |
|
|
2024
Q1 | – | Sell |
-71
| Closed | -$7.11K | – | 1169 |
|
|
2023
Q4 | $7.11K | Sell |
71
-11,261
| -99% | -$1.13M | ﹤0.01% | 818 |
|
|
2023
Q3 | $1.04M | Buy |
+11,332
| New | +$1.04M | 0.03% | 295 |
|
|
2023
Q2 | – | Sell |
-163
| Closed | -$14K | – | 814 |
|
|
2023
Q1 | $14K | Hold |
163
| – | – | ﹤0.01% | 656 |
|
|
2022
Q4 | $14.9K | Hold |
163
| – | – | ﹤0.01% | 670 |
|
|
2022
Q3 | $13K | Buy |
+163
| New | +$13K | ﹤0.01% | 641 |
|