BerganKDV Wealth 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
2020 Q3	–	Sell	-829	Closed	-$46K	–	951
2020 Q2	$46K	Hold	829	–	–	0.01%	361
2020 Q1	$41K	Buy	829 +558	+206%	+$27.6K	0.01%	342
2019 Q4	$19K	Buy	271 +6	+2%	+$421	﹤0.01%	455
2019 Q3	$19K	Buy	+265	New	+$19K	﹤0.01%	436