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