CAGAS
Capital Advisory Group Advisory Services’s iShares US Insurance ETF IAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Buy |
26,406
+256
| +1% | +$34.4K | 1.28% | 19 |
|
|
2025
Q1 | $3.6M | Buy |
26,150
+808
| +3% | +$111K | 1.38% | 17 |
|
|
2024
Q4 | $3.21M | Buy |
25,342
+8,656
| +52% | +$1.09M | 1.15% | 22 |
|
|
2024
Q3 | $2.15M | Buy |
16,686
+4,505
| +37% | +$581K | 0.86% | 38 |
|
|
2024
Q2 | $1.38M | Buy |
12,181
+1,425
| +13% | +$161K | 0.59% | 51 |
|
|
2024
Q1 | $1.26M | Sell |
10,756
-134
| -1% | -$15.7K | 0.6% | 52 |
|
|
2023
Q4 | $1.09M | Sell |
10,890
-410
| -4% | -$41.1K | 0.58% | 49 |
|
|
2023
Q3 | $1.04M | Sell |
11,300
-478
| -4% | -$43.8K | 0.59% | 51 |
|
|
2023
Q2 | $1.04M | Buy |
11,778
+2,813
| +31% | +$247K | 0.74% | 40 |
|
|
2023
Q1 | $768K | Buy |
8,965
+518
| +6% | +$44.4K | 0.46% | 62 |
|
|
2022
Q4 | $772K | Buy |
8,447
+509
| +6% | +$46.5K | 0.52% | 52 |
|
|
2022
Q3 | $628K | Sell |
7,938
-852
| -10% | -$67.4K | 0.44% | 66 |
|
|
2022
Q2 | $744K | Sell |
8,790
-302
| -3% | -$25.6K | 0.44% | 68 |
|
|
2022
Q1 | $829K | Sell |
9,092
-41
| -0.4% | -$3.74K | 0.38% | 72 |
|
|
2021
Q4 | $763K | Sell |
9,133
-80
| -0.9% | -$6.68K | 0.33% | 78 |
|
|
2021
Q3 | $720K | Sell |
9,213
-7,302
| -44% | -$571K | 0.26% | 94 |
|
|
2021
Q2 | $1.28M | Buy |
16,515
+806
| +5% | +$62.4K | 0.46% | 54 |
|
|
2021
Q1 | $1.17M | Buy |
15,709
+54
| +0.3% | +$4.01K | 0.45% | 57 |
|
|
2020
Q4 | $1.06M | Buy |
15,655
+3,301
| +27% | +$223K | 0.44% | 60 |
|
|
2020
Q3 | $689K | Buy |
12,354
+141
| +1% | +$7.86K | 0.36% | 71 |
|
|
2020
Q2 | $672K | Buy |
+12,213
| New | +$672K | 0.38% | 59 |
|