IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.52K | Buy |
43
+8
| +23% | +$1.06K | ﹤0.01% | 3459 |
|
|
2025
Q4 | $4.76K | Hold |
35
| – | – | ﹤0.01% | 3440 |
|
|
2025
Q3 | $4.69K | Buy |
35
+13
| +59% | +$1.7K | ﹤0.01% | 3292 |
|
|
2025
Q2 | $3.02K | Sell |
22
-153
| -87% | -$20.3K | ﹤0.01% | 3697 |
|
|
2025
Q1 | $24.1K | Hold |
175
| – | – | ﹤0.01% | 2225 |
|
|
2024
Q4 | $22.1K | Hold |
175
| – | – | ﹤0.01% | 2199 |
|
|
2024
Q3 | $22.6K | Hold |
175
| – | – | ﹤0.01% | 2102 |
|
|
2024
Q2 | $19.8K | Buy |
+175
| New | +$20K | ﹤0.01% | 2093 |
|
|
2023
Q2 | – | Sell |
-250
| Closed | -$15.9K | – | 3508 |
|
|
2023
Q1 | $15.9K | Hold |
250
| – | – | ﹤0.01% | 2107 |
|
|
2022
Q4 | $16K | Sell |
250
-1,800
| -88% | -$161K | ﹤0.01% | 3066 |
|
|
2022
Q3 | $131K | Hold |
2,050
| – | – | ﹤0.01% | 1669 |
|
|
2022
Q2 | $131K | Hold |
2,050
| – | – | ﹤0.01% | 1516 |
|
|
2022
Q1 | $131K | Buy |
+2,050
| New | +$178K | ﹤0.01% | 1516 |
|
|
2021
Q3 | – | Sell |
-120
| Closed | -$9K | – | 3978 |
|
|
2021
Q2 | $9K | Hold |
120
| – | – | ﹤0.01% | 2248 |
|
|
2021
Q1 | $9K | Sell |
120
-75
| -38% | -$5.33K | ﹤0.01% | 2174 |
|
|
2020
Q4 | $13K | Hold |
195
| – | – | ﹤0.01% | 1954 |
|
|
2020
Q3 | $11K | Hold |
195
| – | – | ﹤0.01% | 1867 |
|
|
2020
Q2 | $10K | Sell |
195
-80
| -29% | -$4.21K | ﹤0.01% | 1819 |
|
|
2020
Q1 | $14K | Sell |
275
-200
| -42% | -$13.1K | ﹤0.01% | 1635 |
|
|
2019
Q4 | $34K | Hold |
475
| – | – | ﹤0.01% | 1406 |
|
|
2019
Q3 | $34K | Buy |
+475
| New | +$33.7K | ﹤0.01% | 1534 |
|
|
2019
Q1 | – | Sell |
-475
| Closed | -$27K | – | 2833 |
|
|
2018
Q4 | $27K | Buy |
475
+320
| +206% | +$19.6K | ﹤0.01% | 1953 |
|
|
2018
Q3 | $10K | Hold |
155
| – | – | ﹤0.01% | 2850 |
|
|
2018
Q2 | $10K | Sell |
155
-3,075
| -95% | -$197K | ﹤0.01% | 2891 |
|
|
2018
Q1 | $215K | Hold |
3,230
| – | – | 0.01% | 960 |
|
|
2017
Q4 | $215K | Sell |
3,230
-518
| -14% | -$34.2K | 0.01% | 962 |
|
|
2017
Q3 | $239K | Buy |
3,748
+87
| +2% | +$5.5K | 0.01% | 1037 |
|
|
2017
Q2 | $229K | Sell |
3,661
-2,542
| -41% | -$155K | 0.01% | 1048 |
|
|
2017
Q1 | $376K | Sell |
6,203
-638
| -9% | -$38.6K | 0.02% | 807 |
|
|
2016
Q4 | $406K | Buy |
6,841
+6,686
| +4,314% | +$376K | 0.02% | 712 |
|
|
2016
Q3 | $8K | Sell |
155
-115
| -43% | -$5.99K | ﹤0.01% | 2972 |
|
|
2016
Q2 | $14K | Buy |
+270
| New | +$13.7K | ﹤0.01% | 2578 |
|
|
2016
Q1 | – | Sell |
-270
| Closed | -$14K | – | 2845 |
|
|
2015
Q4 | $14K | Buy |
+270
| New | +$13.9K | ﹤0.01% | 2382 |
|
Other funds holding IAK
FP
LFA
CI
