Cetera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $230K | Sell |
1,961
-38
| -2% | -$4.46K | ﹤0.01% | 2132 |
|
|
2023
Q4 | $200K | Buy |
+1,999
| New | +$200K | ﹤0.01% | 1648 |
|
|
2019
Q2 | – | Sell |
-773
| Closed | -$49K | – | 1077 |
|
|
2019
Q1 | $49K | Buy |
+773
| New | +$49K | ﹤0.01% | 973 |
|
|
2016
Q2 | – | Sell |
-5,468
| Closed | -$272K | – | 796 |
|
|
2016
Q1 | $272K | Sell |
5,468
-1,184
| -18% | -$58.9K | 0.02% | 547 |
|
|
2015
Q4 | $340K | Sell |
6,652
-5,608
| -46% | -$287K | 0.03% | 501 |
|
|
2015
Q3 | $594K | Buy |
12,260
+126
| +1% | +$6.11K | 0.06% | 333 |
|
|
2015
Q2 | $617K | Buy |
12,134
+6,939
| +134% | +$353K | 0.05% | 347 |
|
|
2015
Q1 | $258K | Buy |
5,195
+800
| +18% | +$39.7K | 0.02% | 547 |
|
|
2014
Q4 | $221K | Sell |
4,395
-873
| -17% | -$43.9K | 0.02% | 575 |
|
|
2014
Q3 | $249K | Sell |
5,268
-100
| -2% | -$4.73K | 0.02% | 494 |
|
|
2014
Q2 | $259K | Buy |
5,368
+368
| +7% | +$17.8K | 0.03% | 473 |
|
|
2014
Q1 | $231K | Sell |
5,000
-136
| -3% | -$6.28K | 0.03% | 449 |
|
|
2013
Q4 | $243K | Sell |
5,136
-731
| -12% | -$34.6K | 0.04% | 419 |
|
|
2013
Q3 | $254K | Buy |
+5,867
| New | +$254K | 0.05% | 365 |
|