B. Riley Wealth Advisors’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 | $222K | Buy |
+1,652
| New | +$222K | 0.01% | 822 |
|
|
2016
Q3 | – | Sell |
-4,395
| Closed | -$223K | – | 629 |
|
|
2016
Q2 | $223K | Sell |
4,395
-347
| -7% | -$17.6K | 0.04% | 506 |
|
|
2016
Q1 | $237K | Sell |
4,742
-197
| -4% | -$9.85K | 0.05% | 418 |
|
|
2015
Q4 | $253K | Buy |
4,939
+84
| +2% | +$4.3K | 0.05% | 418 |
|
|
2015
Q3 | $236K | Buy |
+4,855
| New | +$236K | 0.06% | 422 |
|
|
2015
Q2 | – | Sell |
-5,716
| Closed | -$283K | – | 561 |
|
|
2015
Q1 | $283K | Sell |
5,716
-5,306
| -48% | -$263K | 0.07% | 375 |
|
|
2014
Q4 | $3.01K | Buy |
+11,022
| New | +$3.01K | 0.06% | 386 |
|
|
2014
Q3 | – | Sell |
-37
| Closed | -$1.77K | – | 1214 |
|
|
2014
Q2 | $1.77K | Buy |
+37
| New | +$1.77K | ﹤0.01% | 2238 |
|