Founders Financial Alliance’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 | – | Sell |
-177
| Closed | -$24.4K | – | 582 |
|
|
2025
Q1 | $24.4K | Buy |
177
+1
| +0.6% | +$138 | 0.01% | 486 |
|
|
2024
Q4 | $22.3K | Hold |
176
| – | – | 0.01% | 433 |
|
|
2024
Q3 | $22.7K | Buy |
176
+151
| +604% | +$19.4K | 0.01% | 446 |
|
|
2024
Q2 | $2.82K | Hold |
25
| – | – | ﹤0.01% | 528 |
|
|
2024
Q1 | $2.94K | Buy |
+25
| New | +$2.94K | ﹤0.01% | 530 |
|
|
2023
Q1 | – | Sell |
-135
| Closed | -$12.4K | – | 472 |
|
|
2022
Q4 | $12.4K | Sell |
135
-22
| -14% | -$2.02K | 0.01% | 412 |
|
|
2022
Q3 | $12K | Buy |
+157
| New | +$12K | 0.01% | 406 |
|