Chicago Wealth Management’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 | $1.93M | Sell |
14,345
-16,065
| -53% | -$2.16M | 0.92% | 22 |
|
|
2025
Q1 | $4.19M | Sell |
30,410
-365
| -1% | -$50.3K | 2.2% | 17 |
|
|
2024
Q4 | $3.89M | Sell |
30,775
-814
| -3% | -$103K | 2.02% | 17 |
|
|
2024
Q3 | $4.08M | Sell |
31,589
-595
| -2% | -$76.8K | 2.18% | 17 |
|
|
2024
Q2 | $3.63M | Buy |
32,184
+876
| +3% | +$98.9K | 2.09% | 17 |
|
|
2024
Q1 | $3.68M | Sell |
31,308
-79
| -0.3% | -$9.27K | 2.18% | 16 |
|
|
2023
Q4 | $3.14M | Buy |
31,387
+680
| +2% | +$68.1K | 2.15% | 17 |
|
|
2023
Q3 | $2.81M | Sell |
30,707
-406
| -1% | -$37.2K | 2.22% | 16 |
|
|
2023
Q2 | $2.73M | Sell |
31,113
-1,274
| -4% | -$112K | 2.08% | 18 |
|
|
2023
Q1 | $2.77M | Sell |
32,387
-54
| -0.2% | -$4.62K | 2.2% | 17 |
|
|
2022
Q4 | $2.97M | Buy |
+32,441
| New | +$2.97M | 2.56% | 13 |
|