B. Riley Wealth Advisors’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
Q3
Sell
2025
Q2
$222K Buy
2016
Q3
Sell
2016
Q2
$223K Sell
2016
Q1
$237K Sell
2015
Q4
$253K Buy
2015
Q3
$236K Buy
2015
Q2
Sell
2015
Q1
$283K Sell
2014
Q4
$3.01K Buy
2014
Q3
Sell
2014
Q2
$1.77K Buy