Cambridge Investment Research Advisors’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 | $3.12M | Buy |
23,175
+1,292
| +6% | +$174K | 0.01% | 1125 |
|
|
2025
Q1 | $3.02M | Sell |
21,883
-55,296
| -72% | -$7.62M | 0.01% | 1093 |
|
|
2024
Q4 | $9.76M | Buy |
77,179
+57,839
| +299% | +$7.32M | 0.03% | 500 |
|
|
2024
Q3 | $2.5M | Sell |
19,340
-2,473
| -11% | -$319K | 0.01% | 1185 |
|
|
2024
Q2 | $2.46M | Sell |
21,813
-76,024
| -78% | -$8.58M | 0.01% | 1148 |
|
|
2024
Q1 | $11.5M | Buy |
97,837
+83,191
| +568% | +$9.77M | 0.04% | 404 |
|
|
2023
Q4 | $1.47M | Buy |
14,646
+3,406
| +30% | +$341K | 0.01% | 1402 |
|
|
2023
Q3 | $1.03M | Sell |
11,240
-3,352
| -23% | -$307K | ﹤0.01% | 1559 |
|
|
2023
Q2 | $1.28M | Buy |
14,592
+46
| +0.3% | +$4.04K | 0.01% | 1442 |
|
|
2023
Q1 | $1.25M | Buy |
14,546
+3,559
| +32% | +$305K | 0.01% | 1427 |
|
|
2022
Q4 | $1M | Buy |
10,987
+4,545
| +71% | +$415K | 0.01% | 1514 |
|
|
2022
Q3 | $510K | Buy |
6,442
+379
| +6% | +$30K | ﹤0.01% | 1919 |
|
|
2022
Q2 | $503K | Buy |
6,063
+2,847
| +89% | +$236K | ﹤0.01% | 1956 |
|
|
2022
Q1 | $293K | Buy |
3,216
+191
| +6% | +$17.4K | ﹤0.01% | 2573 |
|
|
2021
Q4 | $253K | Buy |
3,025
+150
| +5% | +$12.5K | ﹤0.01% | 2686 |
|
|
2021
Q3 | $225K | Sell |
2,875
-529
| -16% | -$41.4K | ﹤0.01% | 2711 |
|
|
2021
Q2 | $263K | Buy |
+3,404
| New | +$263K | ﹤0.01% | 2573 |
|
|
2016
Q1 | – | Sell |
-5,690
| Closed | -$291K | – | 1625 |
|
|
2015
Q4 | $291K | Sell |
5,690
-1,794
| -24% | -$91.7K | 0.01% | 1137 |
|
|
2015
Q3 | $364K | Sell |
7,484
-2,304
| -24% | -$112K | 0.01% | 931 |
|
|
2015
Q2 | $495K | Buy |
9,788
+13
| +0.1% | +$657 | 0.01% | 810 |
|
|
2015
Q1 | $484K | Buy |
9,775
+454
| +5% | +$22.5K | 0.01% | 817 |
|
|
2014
Q4 | $466K | Sell |
9,321
-448
| -5% | -$22.4K | 0.01% | 817 |
|
|
2014
Q3 | $460K | Sell |
9,769
-3,646
| -27% | -$172K | 0.01% | 873 |
|
|
2014
Q2 | $641K | Buy |
13,415
+428
| +3% | +$20.5K | 0.02% | 627 |
|
|
2014
Q1 | $596K | Sell |
12,987
-4,558
| -26% | -$209K | 0.02% | 635 |
|
|
2013
Q4 | $831K | Buy |
17,545
+373
| +2% | +$17.7K | 0.03% | 461 |
|
|
2013
Q3 | $737K | Sell |
17,172
-503
| -3% | -$21.6K | 0.03% | 469 |
|
|
2013
Q2 | $720K | Buy |
+17,675
| New | +$720K | 0.04% | 411 |
|