Commonwealth Equity Services’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	$299K	Sell	2,334 -537	-19%	-$71.3K	﹤0.01%	3649
2025 Q4	$391K	Sell	2,871 -90,509	-97%	-$12M	﹤0.01%	3407
2025 Q3	$12.5M	Buy	93,380 +84,134	+910%	+$11M	0.02%	804
2025 Q2	$1.24M	Sell	9,246 -59,696	-87%	-$7.93M	﹤0.01%	2383
2025 Q1	$9.5M	Buy	68,942 +63,891	+1,265%	+$8.35M	0.01%	896
2024 Q4	$639K	Buy	5,051 +104	+2%	+$13.6K	﹤0.01%	2766
2024 Q3	$638K	Sell	4,947 -15,197	-75%	-$1.85M	﹤0.01%	2701
2024 Q2	$2.27M	Sell	20,144 -1,540	-7%	-$176K	﹤0.01%	1703
2024 Q1	$2.55M	Sell	21,684 -1,493	-6%	-$163K	﹤0.01%	1615
2023 Q4	$2.32M	Sell	23,177 -8,822	-28%	-$849K	﹤0.01%	1592
2023 Q3	$2.93M	Sell	31,999 -3,824	-11%	-$347K	0.01%	1350
2023 Q2	$3.15M	Sell	35,823 -14,620	-29%	-$1.26M	0.01%	1325
2023 Q1	$4.32K	Buy	50,443 +22,301	+79%	+$2.02M	0.01%	1081
2022 Q4	$2.57M	Buy	28,142 +6,807	+32%	+$607K	0.01%	1332
2022 Q3	$1.69M	Buy	21,335 +16,582	+349%	+$1.38M	﹤0.01%	1538
2022 Q2	$394K	Buy	+4,753	New	+$411K	﹤0.01%	2598