Atria Wealth Solutions’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 | – | Sell |
-1,687
| Closed | -$232K | – | 1673 |
|
|
2025
Q1 | $232K | Sell |
1,687
-3,494
| -67% | -$482K | ﹤0.01% | 1623 |
|
|
2024
Q4 | $655K | Buy |
5,181
+515
| +11% | +$65.1K | 0.01% | 1110 |
|
|
2024
Q3 | $602K | Buy |
4,666
+1,333
| +40% | +$172K | 0.01% | 1137 |
|
|
2024
Q2 | $376K | Buy |
3,333
+40
| +1% | +$4.52K | ﹤0.01% | 1358 |
|
|
2024
Q1 | $387K | Sell |
3,293
-5,868
| -64% | -$689K | ﹤0.01% | 1381 |
|
|
2023
Q4 | $917K | Buy |
9,161
+1,651
| +22% | +$165K | 0.01% | 895 |
|
|
2023
Q3 | $692K | Buy |
+7,510
| New | +$692K | 0.01% | 980 |
|
|
2023
Q1 | – | Sell |
-2,383
| Closed | -$218K | – | 1893 |
|
|
2022
Q4 | $218K | Buy |
+2,383
| New | +$218K | ﹤0.01% | 1552 |
|