Ferguson Wellman Capital Management’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 | $255K | Sell |
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|
2025
Q2 | $317K | Hold |
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|
2025
Q1 | $325K | Hold |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $305K | Hold |
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $207K | Hold |
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|
2023
Q1 | $202K | Hold |
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|
2022
Q4 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $673K | Hold |
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|
2019
Q3 | $680K | Hold |
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|
2019
Q2 | $667K | Sell |
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|
2019
Q1 | $1.5M | Sell |
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|
2018
Q4 | $1.87M | Buy |
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