Cardiff Park 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 | $471K | Hold |
3,500
| – | – | 0.04% | 175 |
|
|
2025
Q1 | $482K | Hold |
3,500
| – | – | 0.05% | 162 |
|
|
2024
Q4 | $443K | Hold |
3,500
| – | – | 0.04% | 168 |
|
|
2024
Q3 | $452K | Hold |
3,500
| – | – | 0.04% | 166 |
|
|
2024
Q2 | $395K | Hold |
3,500
| – | – | 0.04% | 175 |
|
|
2024
Q1 | $411K | Hold |
3,500
| – | – | 0.04% | 179 |
|
|
2023
Q4 | $350K | Hold |
3,500
| – | – | 0.04% | 171 |
|
|
2023
Q3 | $321K | Hold |
3,500
| – | – | 0.04% | 170 |
|
|
2023
Q2 | $308K | Hold |
3,500
| – | – | 0.04% | 186 |
|
|
2023
Q1 | $300K | Sell |
3,500
-3,000
| -46% | -$257K | 0.04% | 183 |
|
|
2022
Q4 | $594K | Hold |
6,500
| – | – | 0.08% | 124 |
|
|
2022
Q3 | $514K | Sell |
6,500
-1,000
| -13% | -$79.1K | 0.08% | 136 |
|
|
2022
Q2 | $622K | Buy |
+7,500
| New | +$622K | 0.09% | 119 |
|