Cottonwood Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
23,537
+232
| +1% | +$31.2K | 2.13% | 15 |
|
|
2025
Q1 | $3.21M | Buy |
23,305
+2,406
| +12% | +$332K | 2.36% | 13 |
|
|
2024
Q4 | $2.64M | Buy |
20,899
+2,151
| +11% | +$272K | 1.9% | 16 |
|
|
2024
Q3 | $2.42M | Buy |
18,748
+6,787
| +57% | +$876K | 1.78% | 18 |
|
|
2024
Q2 | $1.35M | Buy |
11,961
+1,258
| +12% | +$142K | 1.05% | 26 |
|
|
2024
Q1 | $1.18M | Buy |
10,703
+2,124
| +25% | +$234K | 0.94% | 28 |
|
|
2023
Q4 | $859K | Buy |
8,579
+1,391
| +19% | +$139K | 0.71% | 38 |
|
|
2023
Q3 | $659K | Buy |
7,188
+2,339
| +48% | +$214K | 0.62% | 45 |
|
|
2023
Q2 | $426K | Buy |
4,849
+1,035
| +27% | +$91K | 0.39% | 59 |
|
|
2023
Q1 | $327K | Buy |
3,814
+662
| +21% | +$56.7K | 0.3% | 68 |
|
|
2022
Q4 | $288K | Buy |
+3,152
| New | +$288K | 0.26% | 75 |
|