Genesee Capital Advisors’s iShares US Insurance ETF IAK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$962K	Sell	7,499 -535	-7%	-$71K	0.4%	62
2025 Q4	$1.09M	Sell	8,034 -2,728	-25%	-$361K	0.44%	56
2025 Q3	$1.44M	Buy	10,762 +194	+2%	+$25.4K	0.63%	44
2025 Q2	$1.42M	Buy	10,568 +4,188	+66%	+$556K	0.64%	44
2025 Q1	$879K	Sell	6,380 -3,174	-33%	-$415K	0.44%	57
2024 Q4	$1.21M	Buy	9,554 +342	+4%	+$44.6K	0.56%	43
2024 Q3	$1.19M	Buy	9,212 +1,715	+23%	+$209K	0.57%	41
2024 Q2	$847K	Buy	7,497 +67	+0.9%	+$7.64K	0.42%	54
2024 Q1	$872K	Buy	7,430 +487	+7%	+$53K	0.48%	49
2023 Q4	$695K	Buy	6,943 +101	+1%	+$9.72K	0.43%	51
2023 Q3	$627K	Sell	6,842 -799	-10%	-$72.6K	0.45%	53
2023 Q2	$672K	Buy	7,641 +168	+2%	+$14.5K	0.46%	53
2023 Q1	$640K	Buy	7,473 +505	+7%	+$45.8K	0.45%	53
2022 Q4	$637K	Buy	6,968 +98	+1%	+$8.75K	0.47%	51
2022 Q3	$543K	Buy	6,870 +78	+1%	+$6.5K	0.41%	55
2022 Q2	$564K	Buy	+6,792	New	+$588K	0.39%	59