GeoWealth 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 | $526K | Sell |
3,909
-8,751
| -69% | -$1.18M | 0.02% | 393 |
|
|
2025
Q1 | $1.74M | Buy |
12,660
+12,658
| +632,900% | +$1.74M | 0.07% | 166 |
|
|
2024
Q4 | $253 | Sell |
2
-140
| -99% | -$17.7K | ﹤0.01% | 1751 |
|
|
2024
Q3 | $18.3K | Sell |
142
-9,007
| -98% | -$1.16M | ﹤0.01% | 1294 |
|
|
2024
Q2 | $1.03M | Buy |
9,149
+7,227
| +376% | +$816K | 0.04% | 267 |
|
|
2024
Q1 | $226K | Buy |
+1,922
| New | +$226K | 0.01% | 647 |
|