Genesee Capital 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 | $1.42M | Buy |
10,568
+4,188
| +66% | +$563K | 0.64% | 44 |
|
|
2025
Q1 | $879K | Sell |
6,380
-3,174
| -33% | -$437K | 0.44% | 57 |
|
|
2024
Q4 | $1.21M | Buy |
9,554
+342
| +4% | +$43.3K | 0.56% | 43 |
|
|
2024
Q3 | $1.19M | Buy |
9,212
+1,715
| +23% | +$221K | 0.57% | 41 |
|
|
2024
Q2 | $847K | Buy |
7,497
+67
| +0.9% | +$7.57K | 0.42% | 54 |
|
|
2024
Q1 | $872K | Buy |
7,430
+487
| +7% | +$57.2K | 0.48% | 49 |
|
|
2023
Q4 | $695K | Buy |
6,943
+101
| +1% | +$10.1K | 0.43% | 51 |
|
|
2023
Q3 | $627K | Sell |
6,842
-799
| -10% | -$73.2K | 0.45% | 53 |
|
|
2023
Q2 | $672K | Buy |
7,641
+168
| +2% | +$14.8K | 0.46% | 53 |
|
|
2023
Q1 | $640K | Buy |
7,473
+505
| +7% | +$43.2K | 0.45% | 53 |
|
|
2022
Q4 | $637K | Buy |
6,968
+98
| +1% | +$8.96K | 0.47% | 51 |
|
|
2022
Q3 | $543K | Buy |
6,870
+78
| +1% | +$6.17K | 0.41% | 55 |
|
|
2022
Q2 | $564K | Buy |
+6,792
| New | +$564K | 0.39% | 59 |
|