Cardiff Park Advisors’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
2026 Q1	$449K	Hold	3,500	–	–	0.04%	191
2025 Q4	$477K	Hold	3,500	–	–	0.04%	179
2025 Q3	$469K	Hold	3,500	–	–	0.04%	191
2025 Q2	$471K	Hold	3,500	–	–	0.04%	178
2025 Q1	$482K	Hold	3,500	–	–	0.05%	165
2024 Q4	$443K	Hold	3,500	–	–	0.04%	171
2024 Q3	$452K	Hold	3,500	–	–	0.04%	169
2024 Q2	$395K	Hold	3,500	–	–	0.04%	177
2024 Q1	$411K	Hold	3,500	–	–	0.04%	181
2023 Q4	$350K	Hold	3,500	–	–	0.04%	173
2023 Q3	$321K	Hold	3,500	–	–	0.04%	171
2023 Q2	$308K	Hold	3,500	–	–	0.04%	187
2023 Q1	$300K	Sell	3,500 -3,000	-46%	-$272K	0.04%	184
2022 Q4	$594K	Hold	6,500	–	–	0.08%	125
2022 Q3	$514K	Sell	6,500 -1,000	-13%	-$83.3K	0.08%	137
2022 Q2	$622K	Buy	+7,500	New	+$649K	0.09%	120