Davenport & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $657K | Buy |
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|
2025
Q2 | $621K | Buy |
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|
2025
Q1 | $564K | Sell |
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|
2024
Q4 | $746K | Sell |
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|
2024
Q3 | $765K | Buy |
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|
2024
Q2 | $661K | Buy |
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|
2024
Q1 | $664K | Buy |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $583K | Buy |
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|
2023
Q2 | $557K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $303K | Hold |
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|
2017
Q3 | $289K | Hold |
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|
2017
Q2 | $284K | Buy |
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|
2017
Q1 | $252K | Sell |
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|
2016
Q4 | $281K | Buy |
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