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Concurrent Investment Advisors’s iShares US Insurance ETF IAK Stock Holding History

Concurrent Investment Advisors’s Portfolio IAK Stock Details IAK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$229K Buy
1,704
+151
+10% +$20.3K ﹤0.01% 1197
2025
Q1 		$214K Sell
1,553
-373
-19% -$51.4K 0.01% 1090
2024
Q4 		$244K Sell
1,926
-805
-29% -$102K 0.01% 902
2024
Q3 		$352K Buy
+2,731
New +$352K 0.01% 721