Creative Planning’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 | $260K | Buy |
1,933
+342
| +21% | +$46K | ﹤0.01% | 3015 |
|
|
2025
Q1 | $219K | Sell |
1,591
-120
| -7% | -$16.5K | ﹤0.01% | 2983 |
|
|
2024
Q4 | $216K | Buy |
+1,711
| New | +$216K | ﹤0.01% | 2911 |
|
|
2017
Q4 | – | Sell |
-5,100
| Closed | -$325K | – | 1921 |
|
|
2017
Q3 | $325K | Buy |
5,100
+5,000
| +5,000% | +$319K | ﹤0.01% | 1270 |
|
|
2017
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 3855 |
|
|
2017
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 3821 |
|
|
2016
Q4 | $6K | Buy |
100
+50
| +100% | +$3K | ﹤0.01% | 3780 |
|
|
2016
Q3 | $3K | Sell |
50
-382
| -88% | -$22.9K | ﹤0.01% | 3987 |
|
|
2016
Q2 | $22K | Hold |
432
| – | – | ﹤0.01% | 2694 |
|
|
2016
Q1 | $22K | Hold |
432
| – | – | ﹤0.01% | 2673 |
|
|
2015
Q4 | $22K | Buy |
432
+300
| +227% | +$15.3K | ﹤0.01% | 2739 |
|
|
2015
Q3 | $6K | Sell |
132
-21,000
| -99% | -$955K | ﹤0.01% | 3469 |
|
|
2015
Q2 | $1.07M | Buy |
21,132
+12,050
| +133% | +$609K | 0.01% | 446 |
|
|
2015
Q1 | $449K | Buy |
9,082
+9,000
| +10,976% | +$445K | ﹤0.01% | 782 |
|
|
2014
Q4 | $4K | Hold |
82
| – | – | ﹤0.01% | 3518 |
|
|
2014
Q3 | $4K | Sell |
82
-2,200
| -96% | -$107K | ﹤0.01% | 3326 |
|
|
2014
Q2 | $109K | Sell |
2,282
-32,423
| -93% | -$1.55M | ﹤0.01% | 1371 |
|
|
2014
Q1 | $1.59M | Buy |
+34,705
| New | +$1.59M | 0.02% | 245 |
|