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
2026 Q1	$244K	Hold	1,905	–	–	﹤0.01%	371
2025 Q4	$259K	Hold	1,905	–	–	﹤0.01%	319
2025 Q3	$255K	Sell	1,905 -455	-19%	-$59.5K	﹤0.01%	323
2025 Q2	$317K	Hold	2,360	–	–	0.01%	287
2025 Q1	$325K	Hold	2,360	–	–	0.01%	292
2024 Q4	$298K	Hold	2,360	–	–	0.01%	294
2024 Q3	$305K	Hold	2,360	–	–	0.01%	304
2024 Q2	$266K	Hold	2,360	–	–	0.01%	318
2024 Q1	$277K	Hold	2,360	–	–	0.01%	323
2023 Q4	$236K	Hold	2,360	–	–	0.01%	343
2023 Q3	$216K	Hold	2,360	–	–	0.01%	333
2023 Q2	$207K	Hold	2,360	–	–	﹤0.01%	347
2023 Q1	$202K	Hold	2,360	–	–	0.01%	341
2022 Q4	$216K	Buy	+2,360	New	+$211K	0.01%	327
2020 Q1	–	Sell	-9,440	Closed	-$673K	–	332
2019 Q4	$673K	Hold	9,440	–	–	0.02%	241
2019 Q3	$680K	Hold	9,440	–	–	0.02%	238
2019 Q2	$667K	Sell	9,440 -14,140	-60%	-$962K	0.02%	228
2019 Q1	$1.5M	Sell	23,580 -8,790	-27%	-$550K	0.05%	185
2018 Q4	$1.87M	Buy	+32,370	New	+$1.99M	0.07%	169