Fortis Capital Advisors’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
2023
Q2
Sell
-720
Closed -$61.6K 336
2023
Q1
$61.6K Sell
720
-951
-57% -$81.4K 0.03% 252
2022
Q4
$153K Buy
+1,671
New +$153K 0.09% 140