Avantax Advisory Services’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 | $2.43M | Buy |
18,067
+1,095
| +6% | +$147K | 0.01% | 704 |
|
|
2025
Q1 | $2.34M | Buy |
16,972
+2,293
| +16% | +$316K | 0.01% | 676 |
|
|
2024
Q4 | $1.86M | Buy |
14,679
+11,698
| +392% | +$1.48M | 0.01% | 744 |
|
|
2024
Q3 | $385K | Sell |
2,981
-303
| -9% | -$39.1K | ﹤0.01% | 1585 |
|
|
2024
Q2 | $371K | Sell |
3,284
-532
| -14% | -$60.1K | ﹤0.01% | 1560 |
|
|
2024
Q1 | $448K | Buy |
+3,816
| New | +$448K | ﹤0.01% | 1098 |
|
|
2023
Q1 | – | Sell |
-4,024
| Closed | -$368K | – | 1510 |
|
|
2022
Q4 | $368K | Sell |
4,024
-3,319
| -45% | -$303K | ﹤0.01% | 1012 |
|
|
2022
Q3 | $581K | Buy |
7,343
+4,308
| +142% | +$341K | 0.01% | 717 |
|
|
2022
Q2 | $252K | Buy |
3,035
+772
| +34% | +$64.1K | ﹤0.01% | 1094 |
|
|
2022
Q1 | $208K | Buy |
+2,263
| New | +$208K | ﹤0.01% | 1180 |
|