Arkadios Wealth 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
Q2 | $562K | Buy |
+4,179
| New | +$562K | 0.02% | 787 |
|
|
2021
Q4 | – | Sell |
-172
| Closed | -$13K | – | 1112 |
|
|
2021
Q3 | $13K | Buy |
172
+1
| +0.6% | +$76 | ﹤0.01% | 1370 |
|
|
2021
Q2 | $13K | Buy |
171
+1
| +0.6% | +$76 | ﹤0.01% | 1451 |
|
|
2021
Q1 | $12K | Buy |
170
+1
| +0.6% | +$71 | ﹤0.01% | 1126 |
|
|
2020
Q4 | $11K | Buy |
169
+1
| +0.6% | +$65 | ﹤0.01% | 928 |
|
|
2020
Q3 | $9.76K | Buy |
168
+1
| +0.6% | +$58 | ﹤0.01% | 753 |
|
|
2020
Q2 | $9.34K | Sell |
167
-515
| -76% | -$28.8K | 0.01% | 694 |
|
|
2020
Q1 | $33.8K | Buy |
682
+7
| +1% | +$347 | 0.02% | 396 |
|
|
2019
Q4 | $50.9K | Buy |
+675
| New | +$50.9K | 0.03% | 310 |
|