Financial Management Professionals’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 | $1.03M | Buy |
+7,674
| New | +$1.03M | 0.12% | 61 |
|
2025
Q1 | – | Sell |
-7,899
| Closed | -$999K | – | 1023 |
|
2024
Q4 | $999K | Buy |
7,899
+2,128
| +37% | +$269K | 0.13% | 64 |
|
2024
Q3 | $745K | Buy |
+5,771
| New | +$745K | 0.09% | 74 |
|
2023
Q3 | – | Sell |
-960
| Closed | -$84K | – | 953 |
|
2023
Q2 | $84K | Sell |
960
-31,033
| -97% | -$2.72M | 0.01% | 207 |
|
2023
Q1 | $2.74M | Sell |
31,993
-318
| -1% | -$27.2K | 0.53% | 35 |
|
2022
Q4 | $2.95M | Buy |
32,311
+21,369
| +195% | +$1.95M | 0.6% | 30 |
|
2022
Q3 | $865K | Sell |
10,942
-20,489
| -65% | -$1.62M | 0.2% | 42 |
|
2022
Q2 | $2.61M | Buy |
+31,431
| New | +$2.61M | 0.63% | 32 |
|