Centaurus Financial’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 | – | Sell |
-1,027
| Closed | -$142K | – | 975 |
|
|
2025
Q1 | $142K | Sell |
1,027
-82
| -7% | -$11.3K | 0.01% | 780 |
|
|
2024
Q4 | $140K | Sell |
1,109
-306
| -22% | -$38.6K | 0.01% | 775 |
|
|
2024
Q3 | $183K | Sell |
1,415
-305
| -18% | -$39.4K | 0.01% | 658 |
|
|
2024
Q2 | $194K | Buy |
1,720
+65
| +4% | +$7.33K | 0.01% | 614 |
|
|
2024
Q1 | $194K | Hold |
1,655
| – | – | 0.01% | 622 |
|
|
2023
Q4 | $166K | Sell |
1,655
-28
| -2% | -$2.81K | 0.01% | 635 |
|
|
2023
Q3 | $154K | Hold |
1,683
| – | – | 0.01% | 633 |
|
|
2023
Q2 | $148K | Sell |
1,683
-562
| -25% | -$49.4K | 0.01% | 636 |
|
|
2023
Q1 | $192K | Sell |
2,245
-6,597
| -75% | -$564K | 0.02% | 674 |
|
|
2022
Q4 | $808K | Buy |
+8,842
| New | +$808K | 0.08% | 266 |
|
|
2022
Q3 | – | Sell |
-1,974
| Closed | -$164K | – | 867 |
|
|
2022
Q2 | $164K | Buy |
+1,974
| New | +$164K | 0.02% | 687 |
|