Kestra Advisory Services’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
2023
Q3
Sell
-7,409
Closed -$651K 2167
2023
Q2
$651K Buy
7,409
+235
+3% +$20.7K 0.01% 1190
2023
Q1
$614K Buy
7,174
+821
+13% +$70.3K 0.01% 1176
2022
Q4
$581K Buy
6,353
+3,490
+122% +$319K 0.01% 1317
2022
Q3
$226K Buy
+2,863
New +$226K ﹤0.01% 1792