Arkadios Wealth Advisors’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	$980K	Buy	7,638 +349	+5%	+$46.3K	0.02%	797
2025 Q4	$992K	Buy	7,289 +3,378	+86%	+$448K	0.02%	709
2025 Q3	$524K	Sell	3,911 -268	-6%	-$35.1K	0.01%	913
2025 Q2	$562K	Buy	+4,179	New	+$555K	0.02%	801
2021 Q4	–	Sell	-172	Closed	-$13K	–	1120
2021 Q3	$13K	Buy	172 +1	+0.6%	+$79	﹤0.01%	1370
2021 Q2	$13K	Buy	171 +1	+0.6%	+$79	﹤0.01%	1451
2021 Q1	$12K	Buy	170 +1	+0.6%	+$71	﹤0.01%	1126
2020 Q4	$11K	Buy	169 +1	+0.6%	+$63	﹤0.01%	928
2020 Q3	$9.76K	Buy	168 +1	+0.6%	+$57	﹤0.01%	753
2020 Q2	$9.34K	Sell	167 -515	-76%	-$27.1K	0.01%	694
2020 Q1	$33.8K	Buy	682 +7	+1%	+$459	0.02%	396
2019 Q4	$50.9K	Buy	+675	New	+$47.6K	0.03%	310