Belpointe Asset Management’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
2026 Q1	$1.14M	Buy	8,907 +2,706	+44%	+$359K	0.04%	408
2025 Q4	$844K	Buy	6,201 +385	+7%	+$51K	0.03%	493
2025 Q3	$780K	Buy	5,816 +775	+15%	+$101K	0.03%	490
2025 Q2	$678K	Buy	5,041 +367	+8%	+$48.7K	0.03%	477
2025 Q1	$644K	Buy	4,674 +1,514	+48%	+$198K	0.03%	475
2024 Q4	$406K	Sell	3,160 -213	-6%	-$27.8K	0.02%	564
2024 Q3	$435K	Buy	3,373 +402	+14%	+$49K	0.03%	536
2024 Q2	$336K	Sell	2,971 -1,553	-34%	-$177K	0.02%	553
2024 Q1	$531K	Buy	+4,524	New	+$493K	0.04%	422
2023 Q2	–	Sell	-772	Closed	-$66.1K	–	1825
2023 Q1	$66.1K	Sell	772 -899	-54%	-$81.6K	﹤0.01%	1555
2022 Q4	$153K	Buy	+1,671	New	+$149K	0.01%	1016