Kestra Private Wealth Services’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
2025
Q3
$1.22M Sell
2025
Q2
$1.26M Buy
2025
Q1
$1.29M Buy
2024
Q4
$1.11M Buy
2024
Q3
$511K Sell
2024
Q2
$501K Hold
2024
Q1
$521K Buy
2023
Q4
$443K Buy
2023
Q3
$277K Buy