Kingswood Wealth Advisors’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 | $671K | Buy |
4,988
+150
| +3% | +$20.2K | 0.05% | 343 |
|
|
2025
Q1 | $667K | Buy |
4,838
+137
| +3% | +$18.9K | 0.06% | 327 |
|
|
2024
Q4 | $595K | Buy |
4,701
+186
| +4% | +$23.5K | 0.04% | 393 |
|
|
2024
Q3 | $583K | Buy |
4,515
+146
| +3% | +$18.8K | 0.04% | 418 |
|
|
2024
Q2 | $493K | Buy |
4,369
+912
| +26% | +$103K | 0.04% | 396 |
|
|
2024
Q1 | $406K | Sell |
3,457
-97
| -3% | -$11.4K | 0.05% | 396 |
|
|
2023
Q4 | $356K | Buy |
+3,554
| New | +$356K | 0.04% | 423 |
|