Atria Investments’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
2025 Q4	–	Sell	-7,808	Closed	-$1.05M	–	2073
2025 Q3	$1.05M	Sell	7,808 -19	-0.2%	-$2.49K	0.01%	1031
2025 Q2	$1.05M	Sell	7,827 -422	-5%	-$56K	0.01%	1006
2025 Q1	$1.14M	Buy	8,249 +187	+2%	+$24.4K	0.01%	944
2024 Q4	$1.02M	Sell	8,062 -237	-3%	-$30.9K	0.01%	972
2024 Q3	$1.07M	Buy	8,299 +297	+4%	+$36.2K	0.01%	936
2024 Q2	$904K	Buy	+8,002	New	+$913K	0.01%	988
2024 Q1	–	Sell	-10,161	Closed	-$1.02M	–	986
2023 Q4	$1.02M	Sell	10,161 -3,771	-27%	-$363K	0.02%	888
2023 Q3	$1.28M	Sell	13,932 -734	-5%	-$66.7K	0.02%	742
2023 Q2	$1.29M	Sell	14,666 -26	-0.2%	-$2.25K	0.02%	730
2023 Q1	$1.26M	Buy	14,692 +1,618	+12%	+$147K	0.02%	718
2022 Q4	$1.2M	Sell	13,074 -1,032	-7%	-$92.1K	0.02%	695
2022 Q3	$1.12M	Buy	14,106 +1,891	+15%	+$158K	0.02%	687
2022 Q2	$1.01M	Buy	+12,215	New	+$1.06M	0.02%	744