J.W. Cole Advisors’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 | $1.72M | Buy |
+12,816
| New | +$1.72M | 0.04% | 469 |
|
|
2025
Q1 | – | Sell |
-12,276
| Closed | -$1.55M | – | 1298 |
|
|
2024
Q4 | $1.55M | Sell |
12,276
-1,076
| -8% | -$136K | 0.06% | 303 |
|
|
2024
Q3 | $1.72M | Sell |
13,352
-173
| -1% | -$22.3K | 0.07% | 276 |
|
|
2024
Q2 | $1.53M | Buy |
13,525
+27
| +0.2% | +$3.05K | 0.07% | 265 |
|
|
2024
Q1 | $1.58M | Buy |
13,498
+328
| +2% | +$38.3K | 0.08% | 253 |
|
|
2023
Q4 | $1.32M | Buy |
+13,170
| New | +$1.32M | 0.08% | 262 |
|