Bank of Montreal’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 | $89.6K | Buy |
667
+13
| +2% | +$1.75K | ﹤0.01% | 2714 |
|
|
2025
Q1 | $90.2K | Buy |
654
+2
| +0.3% | +$276 | ﹤0.01% | 2670 |
|
|
2024
Q4 | $82.4K | Sell |
652
-19,167
| -97% | -$2.42M | ﹤0.01% | 2686 |
|
|
2024
Q3 | $2.55M | Sell |
19,819
-2,248
| -10% | -$290K | ﹤0.01% | 1415 |
|
|
2024
Q2 | $2.55M | Sell |
22,067
-595,192
| -96% | -$68.9M | ﹤0.01% | 1393 |
|
|
2024
Q1 | $72.5M | Buy |
617,259
+611,962
| +11,553% | +$71.9M | 0.02% | 334 |
|
|
2023
Q4 | $531K | Buy |
5,297
+4,535
| +595% | +$455K | ﹤0.01% | 2081 |
|
|
2023
Q3 | $71.5K | Buy |
762
+87
| +13% | +$8.17K | ﹤0.01% | 2931 |
|
|
2023
Q2 | $59.5K | Sell |
675
-14
| -2% | -$1.23K | ﹤0.01% | 3176 |
|
|
2023
Q1 | $59K | Sell |
689
-244,788
| -100% | -$21M | ﹤0.01% | 3056 |
|
|
2022
Q4 | $22.6M | Buy |
245,477
+244,775
| +34,868% | +$22.5M | 0.01% | 582 |
|
|
2022
Q3 | $59 | Buy |
702
+451
| +180% | +$38 | ﹤0.01% | 3115 |
|
|
2022
Q2 | $21 | Hold |
251
| – | – | ﹤0.01% | 3292 |
|
|
2022
Q1 | $23K | Hold |
251
| – | – | ﹤0.01% | 3389 |
|
|
2021
Q4 | $21K | Hold |
251
| – | – | ﹤0.01% | 3256 |
|
|
2021
Q3 | $20K | Hold |
251
| – | – | ﹤0.01% | 3435 |
|
|
2021
Q2 | $19K | Sell |
251
-9
| -3% | -$681 | ﹤0.01% | 3377 |
|
|
2021
Q1 | $20K | Hold |
260
| – | – | ﹤0.01% | 3666 |
|
|
2020
Q4 | $18K | Hold |
260
| – | – | ﹤0.01% | 3977 |
|
|
2020
Q3 | $15K | Hold |
260
| – | – | ﹤0.01% | 3537 |
|
|
2020
Q2 | $14K | Hold |
260
| – | – | ﹤0.01% | 3641 |
|
|
2020
Q1 | $12K | Sell |
260
-4
| -2% | -$185 | ﹤0.01% | 3119 |
|
|
2019
Q4 | $19K | Hold |
264
| – | – | ﹤0.01% | 3807 |
|
|
2019
Q3 | $19K | Hold |
264
| – | – | ﹤0.01% | 3627 |
|
|
2019
Q2 | $19K | Sell |
264
-17
| -6% | -$1.22K | ﹤0.01% | 3735 |
|
|
2019
Q1 | $18K | Sell |
281
-5,891
| -95% | -$377K | ﹤0.01% | 3302 |
|
|
2018
Q4 | $356K | Buy |
6,172
+5,386
| +685% | +$311K | ﹤0.01% | 2064 |
|
|
2018
Q3 | $52K | Buy |
786
+65
| +9% | +$4.3K | ﹤0.01% | 3065 |
|
|
2018
Q2 | $44K | Hold |
721
| – | – | ﹤0.01% | 3136 |
|
|
2018
Q1 | $47K | Sell |
721
-1,962
| -73% | -$128K | ﹤0.01% | 2985 |
|
|
2017
Q4 | $179K | Buy |
2,683
+1,642
| +158% | +$110K | ﹤0.01% | 2461 |
|
|
2017
Q3 | $66K | Hold |
1,041
| – | – | ﹤0.01% | 2869 |
|
|
2017
Q2 | $65K | Buy |
1,041
+106
| +11% | +$6.62K | ﹤0.01% | 2849 |
|
|
2017
Q1 | $57K | Hold |
935
| – | – | ﹤0.01% | 2790 |
|
|
2016
Q4 | $54K | Hold |
935
| – | – | ﹤0.01% | 2789 |
|
|
2016
Q3 | $49K | Sell |
935
-335
| -26% | -$17.6K | ﹤0.01% | 2798 |
|
|
2016
Q2 | $64K | Buy |
1,270
+10
| +0.8% | +$504 | ﹤0.01% | 2723 |
|
|
2016
Q1 | $63K | Sell |
1,260
-330
| -21% | -$16.5K | ﹤0.01% | 2742 |
|
|
2015
Q4 | $81K | Sell |
1,590
-155
| -9% | -$7.9K | ﹤0.01% | 2670 |
|
|
2015
Q3 | $85K | Buy |
1,745
+155
| +10% | +$7.55K | ﹤0.01% | 2484 |
|
|
2015
Q2 | $80K | Hold |
1,590
| – | – | ﹤0.01% | 2633 |
|
|
2015
Q1 | $79K | Sell |
1,590
-215
| -12% | -$10.7K | ﹤0.01% | 2531 |
|
|
2014
Q4 | $90K | Buy |
1,805
+175
| +11% | +$8.73K | ﹤0.01% | 2462 |
|
|
2014
Q3 | $77K | Buy |
1,630
+60
| +4% | +$2.83K | ﹤0.01% | 2513 |
|
|
2014
Q2 | $75K | Buy |
1,570
+90
| +6% | +$4.3K | ﹤0.01% | 2607 |
|
|
2014
Q1 | $68K | Sell |
1,480
-10,845
| -88% | -$498K | ﹤0.01% | 2479 |
|
|
2013
Q4 | $584K | Buy |
12,325
+1,005
| +9% | +$47.6K | ﹤0.01% | 1492 |
|
|
2013
Q3 | $486K | Buy |
11,320
+780
| +7% | +$33.5K | ﹤0.01% | 1513 |
|
|
2013
Q2 | $430K | Buy |
+10,540
| New | +$430K | ﹤0.01% | 1515 |
|