JPMorgan Chase & Co’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 | $6.72K | Sell |
50
-23
| -32% | -$3.09K | ﹤0.01% | 5501 |
|
|
2025
Q1 | $10.1K | Buy |
+73
| New | +$10.1K | ﹤0.01% | 5441 |
|
|
2024
Q3 | – | Sell |
-690
| Closed | -$77.9K | – | 6400 |
|
|
2024
Q2 | $77.9K | Buy |
+690
| New | +$77.9K | ﹤0.01% | 4722 |
|
|
2024
Q1 | – | Sell |
-123
| Closed | -$12.3K | – | 6505 |
|
|
2023
Q4 | $12.3K | Buy |
123
+18
| +17% | +$1.8K | ﹤0.01% | 5338 |
|
|
2023
Q3 | $9.62K | Buy |
+105
| New | +$9.62K | ﹤0.01% | 5330 |
|
|
2023
Q1 | – | Sell |
-123
| Closed | -$11K | – | 5959 |
|
|
2022
Q4 | $11K | Buy |
+123
| New | +$11K | ﹤0.01% | 5084 |
|
|
2018
Q1 | – | Sell |
-1,615
| Closed | -$108K | – | 4732 |
|
|
2017
Q4 | $108K | Buy |
1,615
+213
| +15% | +$14.2K | ﹤0.01% | 3879 |
|
|
2017
Q3 | $89K | Sell |
1,402
-23
| -2% | -$1.46K | ﹤0.01% | 3675 |
|
|
2017
Q2 | $89K | Buy |
1,425
+82
| +6% | +$5.12K | ﹤0.01% | 3610 |
|
|
2017
Q1 | $81K | Hold |
1,343
| – | – | ﹤0.01% | 3796 |
|
|
2016
Q4 | $80K | Buy |
+1,343
| New | +$80K | ﹤0.01% | 3931 |
|
|
2014
Q2 | – | Sell |
-35,379
| Closed | -$1.63M | – | 3463 |
|
|
2014
Q1 | $1.63M | Buy |
35,379
+2,169
| +7% | +$99.6K | ﹤0.01% | 2582 |
|
|
2013
Q4 | $1.57M | Buy |
+33,210
| New | +$1.57M | ﹤0.01% | 2687 |
|