Belpointe Asset Management’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 | $678K | Buy |
5,041
+367
| +8% | +$49.3K | 0.03% | 477 |
|
|
2025
Q1 | $644K | Buy |
4,674
+1,514
| +48% | +$209K | 0.03% | 475 |
|
|
2024
Q4 | $406K | Sell |
3,160
-213
| -6% | -$27.4K | 0.02% | 564 |
|
|
2024
Q3 | $435K | Buy |
3,373
+402
| +14% | +$51.9K | 0.03% | 536 |
|
|
2024
Q2 | $336K | Sell |
2,971
-1,553
| -34% | -$175K | 0.02% | 553 |
|
|
2024
Q1 | $531K | Buy |
+4,524
| New | +$531K | 0.04% | 422 |
|
|
2023
Q2 | – | Sell |
-772
| Closed | -$66.1K | – | 1825 |
|
|
2023
Q1 | $66.1K | Sell |
772
-899
| -54% | -$77K | ﹤0.01% | 1554 |
|
|
2022
Q4 | $153K | Buy |
+1,671
| New | +$153K | 0.01% | 1016 |
|