Great Valley Advisor Group’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
$1.67M Buy
12,398
+152
+1% +$20.4K 0.04% 350
2025
Q1
$1.69M Buy
12,246
+183
+2% +$25.2K 0.04% 343
2024
Q4
$1.53M Sell
12,063
-10,730
-47% -$1.36M 0.03% 361
2024
Q3
$2.94M Buy
+22,793
New +$2.94M 0.07% 257