Fulcrum Equity Management’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 | $854K | Buy |
+6,351
| New | +$854K | 0.88% | 31 |
|
|
2024
Q4 | – | Sell |
-8,822
| Closed | -$1.14M | – | 129 |
|
|
2024
Q3 | $1.14M | Buy |
+8,822
| New | +$1.14M | 0.96% | 31 |
|
|
2023
Q2 | – | Sell |
-26,697
| Closed | -$2.29M | – | 98 |
|
|
2023
Q1 | $2.29M | Sell |
26,697
-2,245
| -8% | -$192K | 2.15% | 19 |
|
|
2022
Q4 | $2.65M | Buy |
+28,942
| New | +$2.65M | 2.17% | 19 |
|