Jones Financial Companies’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
$934K Buy
7,027
+1,820
+35% +$242K ﹤0.01% 1027
2025
Q1
$709K Sell
5,207
-315
-6% -$42.9K ﹤0.01% 992
2024
Q4
$698K Buy
5,522
+2,875
+109% +$364K ﹤0.01% 862
2024
Q3
$341K Buy
2,647
+963
+57% +$124K ﹤0.01% 957
2024
Q2
$190K Buy
+1,684
New +$190K ﹤0.01% 852