Fortis Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Sell |
5,962
-3,835
| -39% | -$489K | 0.14% | 135 |
|
|
2025
Q1 | $1.35M | Sell |
9,797
-9,933
| -50% | -$1.37M | 0.26% | 94 |
|
|
2024
Q4 | $2.5M | Buy |
19,730
+3,155
| +19% | +$399K | 0.46% | 56 |
|
|
2024
Q3 | $2.14M | Sell |
16,575
-48,112
| -74% | -$6.21M | 0.4% | 57 |
|
|
2024
Q2 | $7.3M | Buy |
64,687
+8,980
| +16% | +$1.01M | 1.45% | 22 |
|
|
2024
Q1 | $6.54M | Buy |
+55,707
| New | +$6.54M | 1.2% | 27 |
|