Equitable Holdings’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
2026 Q1	$1.28M	Buy	9,405 +323	+4%	+$42.9K	0.01%	888
2025 Q4	$1.24M	Sell	9,082 -1,249	-12%	-$165K	0.01%	789
2025 Q3	$1.38M	Sell	10,331 -5,146	-33%	-$673K	0.01%	735
2025 Q2	$2.08M	Sell	15,477 -495	-3%	-$65.7K	0.02%	558
2025 Q1	$2.2M	Sell	15,972 -7,191	-31%	-$940K	0.02%	486
2024 Q4	$2.93M	Sell	23,163 -3,496	-13%	-$456K	0.03%	390
2024 Q3	$3.44M	Sell	26,659 -389	-1%	-$47.4K	0.03%	357
2024 Q2	$3.05M	Buy	27,048 +1,315	+5%	+$150K	0.03%	360
2024 Q1	$3.02M	Buy	25,733 +7,063	+38%	+$769K	0.03%	345
2023 Q4	$1.87M	Buy	18,670 +5,881	+46%	+$566K	0.02%	429
2023 Q3	$1.17M	Sell	12,789 -2,172	-15%	-$197K	0.02%	501
2023 Q2	$1.31M	Sell	14,961 -5,707	-28%	-$493K	0.02%	450
2023 Q1	$1.77M	Buy	20,668 +4,718	+30%	+$428K	0.03%	345
2022 Q4	$1.46M	Buy	15,950 +7,910	+98%	+$706K	0.03%	360
2022 Q3	$636K	Buy	8,040 +820	+11%	+$68.3K	0.01%	506
2022 Q2	$599K	Buy	7,220 +2,220	+44%	+$192K	0.01%	524
2022 Q1	$456K	Hold	5,000	–	–	0.01%	599
2021 Q4	$418K	Hold	5,000	–	–	0.01%	611
2021 Q3	$391K	Hold	5,000	–	–	0.01%	596
2021 Q2	$387K	Hold	5,000	–	–	0.01%	591
2021 Q1	$371K	Hold	5,000	–	–	0.01%	567
2020 Q4	$338K	Hold	5,000	–	–	0.01%	536
2020 Q3	$279K	Buy	+5,000	New	+$286K	0.01%	526
2020 Q2	–	Sell	-4,460	Closed	-$221K	–	632
2020 Q1	$221K	Sell	4,460 -2,285	-34%	-$150K	0.01%	516
2019 Q4	$481K	Buy	+6,745	New	+$475K	0.01%	409