Founders Financial Securities’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
$4.9M Buy
36,444
+116
+0.3% +$15.6K 0.37% 63
2025
Q1
$4.75M Sell
36,328
-149
-0.4% -$19.5K 0.4% 56
2024
Q4
$4.61M Sell
36,477
-130
-0.4% -$16.4K 0.42% 54
2024
Q3
$4.72M Buy
36,607
+849
+2% +$110K 0.44% 50
2024
Q2
$4.04M Buy
35,758
+898
+3% +$101K 0.38% 59
2024
Q1
$4.09M Sell
34,860
-206
-0.6% -$24.2K 0.43% 52
2023
Q4
$3.51M Buy
+35,066
New +$3.51M 0.39% 58