Fidelity Investments’s iShares US Insurance ETF IAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
1,905
+158
| +9% | +$21.2K | ﹤0.01% | 3218 |
|
|
2025
Q1 | $241K | Buy |
1,747
+12
| +0.7% | +$1.65K | ﹤0.01% | 3173 |
|
|
2024
Q4 | $219K | Sell |
1,735
-868
| -33% | -$110K | ﹤0.01% | 3231 |
|
|
2024
Q3 | $336K | Buy |
2,603
+1,021
| +65% | +$132K | ﹤0.01% | 3004 |
|
|
2024
Q2 | $179K | Buy |
1,582
+373
| +31% | +$42.1K | ﹤0.01% | 3069 |
|
|
2024
Q1 | $142K | Sell |
1,209
-130
| -10% | -$15.3K | ﹤0.01% | 3150 |
|
|
2023
Q4 | $134K | Sell |
1,339
-259
| -16% | -$25.9K | ﹤0.01% | 3102 |
|
|
2023
Q3 | $146K | Buy |
1,598
+116
| +8% | +$10.6K | ﹤0.01% | 2980 |
|
|
2023
Q2 | $130K | Buy |
1,482
+234
| +19% | +$20.6K | ﹤0.01% | 3075 |
|
|
2023
Q1 | $107K | Sell |
1,248
-2
| -0.2% | -$171 | ﹤0.01% | 3190 |
|
|
2022
Q4 | $114K | Sell |
1,250
-875
| -41% | -$80K | ﹤0.01% | 3162 |
|
|
2022
Q3 | $168K | Buy |
2,125
+875
| +70% | +$69.2K | ﹤0.01% | 3098 |
|
|
2022
Q2 | $103K | Buy |
1,250
+111
| +10% | +$9.15K | ﹤0.01% | 3319 |
|
|
2022
Q1 | $103K | Buy |
1,139
+1
| +0.1% | +$90 | ﹤0.01% | 3433 |
|
|
2021
Q4 | $95K | Hold |
1,138
| – | – | ﹤0.01% | 3102 |
|
|
2021
Q3 | $89K | Buy |
1,138
+400
| +54% | +$31.3K | ﹤0.01% | 3100 |
|
|
2021
Q2 | $57K | Hold |
738
| – | – | ﹤0.01% | 3138 |
|
|
2021
Q1 | $55K | Hold |
738
| – | – | ﹤0.01% | 3028 |
|
|
2020
Q4 | $50K | Hold |
738
| – | – | ﹤0.01% | 3000 |
|
|
2020
Q3 | $41K | Hold |
738
| – | – | ﹤0.01% | 2916 |
|
|
2020
Q2 | $41K | Buy |
738
+19
| +3% | +$1.06K | ﹤0.01% | 2837 |
|
|
2020
Q1 | $36K | Sell |
719
-3
| -0.4% | -$150 | ﹤0.01% | 2828 |
|
|
2019
Q4 | $52K | Buy |
722
+84
| +13% | +$6.05K | ﹤0.01% | 2882 |
|
|
2019
Q3 | $46K | Buy |
638
+245
| +62% | +$17.7K | ﹤0.01% | 2882 |
|
|
2019
Q2 | $28K | Hold |
393
| – | – | ﹤0.01% | 2999 |
|
|
2019
Q1 | $25K | Buy |
393
+124
| +46% | +$7.89K | ﹤0.01% | 2924 |
|
|
2018
Q4 | $16K | Sell |
269
-296
| -52% | -$17.6K | ﹤0.01% | 2936 |
|
|
2018
Q3 | $38K | Buy |
+565
| New | +$38K | ﹤0.01% | 2879 |
|