Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Buy |
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2025
Q1 | $3.6M | Buy |
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|
2024
Q4 | $3.21M | Buy |
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|
2024
Q3 | $2.15M | Buy |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $768K | Buy |
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|
2022
Q4 | $772K | Buy |
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|
2022
Q3 | $628K | Sell |
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|
2022
Q2 | $744K | Sell |
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|
2022
Q1 | $829K | Sell |
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|
2021
Q4 | $763K | Sell |
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|
2021
Q3 | $720K | Sell |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $689K | Buy |
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|
2020
Q2 | $672K | Buy |
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