Csenge Advisory Group’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 | $379K | Hold |
2,784
| – | – | 0.02% | 495 |
|
|
2025
Q1 | $360K | Hold |
2,784
| – | – | 0.02% | 486 |
|
|
2024
Q4 | $352K | Buy |
2,784
+2
| +0.1% | +$253 | 0.02% | 514 |
|
|
2024
Q3 | $363K | Buy |
2,782
+571
| +26% | +$74.4K | 0.02% | 509 |
|
|
2024
Q2 | $250K | Buy |
+2,211
| New | +$250K | 0.01% | 565 |
|
|
2023
Q1 | – | Sell |
-2,956
| Closed | -$270K | – | 617 |
|
|
2022
Q4 | $270K | Sell |
2,956
-278
| -9% | -$25.4K | 0.02% | 487 |
|
|
2022
Q3 | $256K | Buy |
3,234
+597
| +23% | +$47.3K | 0.02% | 506 |
|
|
2022
Q2 | $219K | Buy |
+2,637
| New | +$219K | 0.02% | 519 |
|