GeoWealth Management’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
2025
Q2
$526K Sell
2025
Q1
$1.74M Buy
2024
Q4
$253 Sell
2024
Q3
$18.3K Sell
2024
Q2
$1.03M Buy
2024
Q1
$226K Buy