Delos Wealth 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
$941K Sell
6,999
-701
-9% -$94.3K 0.73% 33
2025
Q1
$1.06M Buy
7,700
+28
+0.4% +$3.86K 0.84% 32
2024
Q4
$970K Buy
7,672
+2,240
+41% +$283K 0.77% 32
2024
Q3
$701K Buy
5,432
+1,463
+37% +$189K 0.61% 35
2024
Q2
$448K Buy
+3,969
New +$448K 0.43% 41