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Elevation Wealth Partners’s iShares US Insurance ETF IAK Stock Holding History

Elevation Wealth Partners’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20.7K Buy
154
+50
+48% +$6.72K 0.01% 315
2025
Q1 		$14.3K Buy
104
+52
+100% +$7.14K 0.01% 341
2024
Q4 		$6.58K Buy
+52
New +$6.58K ﹤0.01% 396