IFG Advisory’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 | $752K | Sell |
5,596
-211
| -4% | -$28.4K | 0.04% | 395 |
|
|
2025
Q1 | $800K | Hold |
5,807
| – | – | 0.04% | 357 |
|
|
2024
Q4 | $734K | Buy |
+5,807
| New | +$734K | 0.04% | 340 |
|
|
2024
Q3 | – | Sell |
-5,806
| Closed | -$656K | – | 485 |
|
|
2024
Q2 | $656K | Buy |
+5,806
| New | +$656K | 0.04% | 351 |
|
|
2024
Q1 | – | Sell |
-5,761
| Closed | -$577K | – | 459 |
|
|
2023
Q4 | $577K | Sell |
5,761
-430
| -7% | -$43.1K | 0.04% | 340 |
|
|
2023
Q3 | $567K | Buy |
+6,191
| New | +$567K | 0.05% | 323 |
|
|
2023
Q2 | – | Sell |
-6,342
| Closed | -$543K | – | 396 |
|
|
2023
Q1 | $543K | Sell |
6,342
-525
| -8% | -$45K | 0.05% | 304 |
|
|
2022
Q4 | $627K | Sell |
6,867
-2,881
| -30% | -$263K | 0.06% | 274 |
|
|
2022
Q3 | $770K | Buy |
9,748
+1,567
| +19% | +$124K | 0.07% | 248 |
|
|
2022
Q2 | $678K | Buy |
+8,181
| New | +$678K | 0.07% | 251 |
|