Kestra Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
9,350
+13
| +0.1% | +$1.75K | 0.02% | 650 |
|
|
2025
Q1 | $1.29M | Buy |
9,337
+556
| +6% | +$76.6K | 0.02% | 592 |
|
|
2024
Q4 | $1.11M | Buy |
8,781
+4,819
| +122% | +$609K | 0.02% | 611 |
|
|
2024
Q3 | $511K | Sell |
3,962
-479
| -11% | -$61.8K | 0.01% | 865 |
|
|
2024
Q2 | $501K | Hold |
4,441
| – | – | 0.01% | 827 |
|
|
2024
Q1 | $521K | Buy |
4,441
+16
| +0.4% | +$1.88K | 0.01% | 781 |
|
|
2023
Q4 | $443K | Buy |
4,425
+1,406
| +47% | +$141K | 0.01% | 779 |
|
|
2023
Q3 | $277K | Buy |
+3,019
| New | +$277K | 0.01% | 896 |
|