Fiduciary Planning’s iShares US Insurance ETF IAK Stock Holding History

Fiduciary Planning’s Portfolio IAK Stock Details IAK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.31M	Buy
2025 Q2	$7.09M	Sell
2025 Q1	$7.83M	Buy
2024 Q4	$6.72M	Buy
2024 Q3	$6.29M	Buy
2024 Q2	$5.34M	Buy
2024 Q1	$5.19M	Buy
2023 Q4	$4.23M	Buy
2023 Q3	$1.06M	Buy