Larson Financial Group’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
2026 Q1	$306K	Buy	2,383 +140	+6%	+$18.6K	0.01%	606
2025 Q4	$305K	Buy	2,243 +15	+0.7%	+$1.99K	0.01%	602
2025 Q3	$299K	Buy	2,228 +252	+13%	+$33K	0.01%	603
2025 Q2	$266K	Buy	1,976 +129	+7%	+$17.1K	0.01%	603
2025 Q1	$255K	Buy	1,847 +61	+3%	+$7.97K	0.01%	574
2024 Q4	$226K	Buy	1,786 +20	+1%	+$2.61K	0.01%	542
2024 Q3	$228K	Buy	1,766 +105	+6%	+$12.8K	0.01%	539
2024 Q2	$188K	Buy	1,661 +86	+5%	+$9.81K	0.01%	483
2024 Q1	$185K	Buy	1,575 +306	+24%	+$33.3K	0.01%	428
2023 Q4	$127K	Buy	1,269 +146	+13%	+$14.1K	0.01%	441
2023 Q3	$103K	Buy	1,123 +166	+17%	+$15.1K	0.01%	451
2023 Q2	$84.1K	Buy	957 +742	+345%	+$64.1K	0.01%	446
2023 Q1	$18.4K	Buy	215 +184	+594%	+$16.7K	﹤0.01%	758
2022 Q4	$2.83K	Buy	+31	New	+$2.77K	﹤0.01%	1140