LMKC
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L.M. Kohn & Company’s iShares US Insurance ETF IAK Stock Holding History

L.M. Kohn & Company’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,934
Closed -$250K – 278
2024
Q3 		$250K Buy
+1,934
New +$250K 0.06% 233