Fiduciary Planning’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 | $7.09M | Sell |
52,718
-4,102
| -7% | -$552K | 2.34% | 11 |
|
|
2025
Q1 | $7.83M | Buy |
56,820
+3,678
| +7% | +$507K | 2.58% | 11 |
|
|
2024
Q4 | $6.72M | Buy |
53,142
+4,400
| +9% | +$556K | 2.18% | 11 |
|
|
2024
Q3 | $6.29M | Buy |
48,742
+1,490
| +3% | +$192K | 2.13% | 13 |
|
|
2024
Q2 | $5.34M | Buy |
47,252
+3,080
| +7% | +$348K | 1.91% | 12 |
|
|
2024
Q1 | $5.19M | Buy |
44,172
+1,974
| +5% | +$232K | 1.96% | 13 |
|
|
2023
Q4 | $4.23M | Buy |
42,198
+30,630
| +265% | +$3.07M | 1.8% | 14 |
|
|
2023
Q3 | $1.06M | Buy |
+11,568
| New | +$1.06M | 0.5% | 32 |
|