KKM Financial’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
$1.22M Hold
9,061
0.42% 62
2025
Q1
$1.25M Sell
9,061
-38
-0.4% -$5.24K 0.53% 60
2024
Q4
$1.15M Sell
9,099
-49
-0.5% -$6.2K 0.48% 60
2024
Q3
$1.18M Buy
9,148
+197
+2% +$25.4K 0.58% 56
2024
Q2
$1.01M Buy
8,951
+238
+3% +$26.9K 0.48% 65
2024
Q1
$1.02M Hold
8,713
0.5% 66
2023
Q4
$872K Buy
+8,713
New +$872K 0.55% 61