Atria Investments’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 | $1.05M | Sell |
7,827
-422
| -5% | -$56.7K | 0.01% | 1006 |
|
|
2025
Q1 | $1.14M | Buy |
8,249
+187
| +2% | +$25.8K | 0.01% | 944 |
|
|
2024
Q4 | $1.02M | Sell |
8,062
-237
| -3% | -$30K | 0.01% | 972 |
|
|
2024
Q3 | $1.07M | Buy |
8,299
+297
| +4% | +$38.3K | 0.01% | 936 |
|
|
2024
Q2 | $904K | Buy |
+8,002
| New | +$904K | 0.01% | 988 |
|
|
2024
Q1 | – | Sell |
-10,161
| Closed | -$1.02M | – | 986 |
|
|
2023
Q4 | $1.02M | Sell |
10,161
-3,771
| -27% | -$378K | 0.02% | 888 |
|
|
2023
Q3 | $1.28M | Sell |
13,932
-734
| -5% | -$67.3K | 0.02% | 742 |
|
|
2023
Q2 | $1.29M | Sell |
14,666
-26
| -0.2% | -$2.29K | 0.02% | 730 |
|
|
2023
Q1 | $1.26M | Buy |
14,692
+1,618
| +12% | +$139K | 0.02% | 718 |
|
|
2022
Q4 | $1.2M | Sell |
13,074
-1,032
| -7% | -$94.3K | 0.02% | 695 |
|
|
2022
Q3 | $1.12M | Buy |
14,106
+1,891
| +15% | +$150K | 0.02% | 687 |
|
|
2022
Q2 | $1.01M | Buy |
+12,215
| New | +$1.01M | 0.02% | 744 |
|