Envestnet Asset Management’s iShares US Insurance ETF IAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
3,038
+827
| +37% | +$111K | ﹤0.01% | 3851 |
|
|
2025
Q1 | $305K | Sell |
2,211
-11,609
| -84% | -$1.6M | ﹤0.01% | 3919 |
|
|
2024
Q4 | $1.75M | Sell |
13,820
-76
| -0.5% | -$9.61K | ﹤0.01% | 2787 |
|
|
2024
Q3 | $1.79M | Sell |
13,896
-1,783
| -11% | -$230K | ﹤0.01% | 2741 |
|
|
2024
Q2 | $1.77M | Sell |
15,679
-5,231
| -25% | -$591K | ﹤0.01% | 2668 |
|
|
2024
Q1 | $2.45M | Sell |
20,910
-4,695
| -18% | -$551K | ﹤0.01% | 2456 |
|
|
2023
Q4 | $2.56M | Sell |
25,605
-2,709
| -10% | -$271K | ﹤0.01% | 2314 |
|
|
2023
Q3 | $2.59M | Sell |
28,314
-7,074
| -20% | -$648K | ﹤0.01% | 2228 |
|
|
2023
Q2 | $3.11M | Sell |
35,388
-14,045
| -28% | -$1.23M | ﹤0.01% | 1995 |
|
|
2023
Q1 | $4.23M | Sell |
49,433
-5,045
| -9% | -$432K | ﹤0.01% | 1733 |
|
|
2022
Q4 | $4.98M | Buy |
54,478
+4,180
| +8% | +$382K | ﹤0.01% | 1606 |
|
|
2022
Q3 | $3.98M | Sell |
50,298
-1,523
| -3% | -$120K | ﹤0.01% | 1653 |
|
|
2022
Q2 | $4.3M | Buy |
51,821
+47,165
| +1,013% | +$3.91M | ﹤0.01% | 1608 |
|
|
2022
Q1 | $425K | Buy |
+4,656
| New | +$425K | ﹤0.01% | 3215 |
|
|
2020
Q3 | – | Sell |
-3,790
| Closed | -$208K | – | 3131 |
|
|
2020
Q2 | $208K | Buy |
+3,790
| New | +$208K | ﹤0.01% | 2857 |
|
|
2020
Q1 | – | Sell |
-3,840
| Closed | -$274K | – | 3048 |
|
|
2019
Q4 | $274K | Sell |
3,840
-168
| -4% | -$12K | ﹤0.01% | 2775 |
|
|
2019
Q3 | $289K | Sell |
4,008
-148
| -4% | -$10.7K | ﹤0.01% | 2681 |
|
|
2019
Q2 | $294K | Buy |
4,156
+490
| +13% | +$34.7K | ﹤0.01% | 2682 |
|
|
2019
Q1 | $233K | Buy |
3,666
+126
| +4% | +$8.01K | ﹤0.01% | 2766 |
|
|
2018
Q4 | $204K | Buy |
+3,540
| New | +$204K | ﹤0.01% | 2693 |
|