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Beacon Harbor Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio IAK Stock Details IAK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-86,768
Closed -$12M – 82
2025
Q1 		$12M Buy
+86,768
New +$12M 2.78% 9
2022
Q2 		$8.89M Buy
107,148
+1,251
+1% +$104K 3.13% 7
2022
Q1 		$9.66M Buy
+105,897
New +$9.66M 3.15% 7