Lee, Danner & Bass’s iShares US Insurance ETF IAK Stock Holding History

Lee, Danner & Bass’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.77M	Sell
2025 Q2	$5.15M	Buy
2025 Q1	$4.65M	Sell
2024 Q4	$4.36M	Buy
2024 Q3	$4.41M	Buy
2024 Q2	$3.85M	Buy
2023 Q4	$4.09M	Buy
2023 Q3	$351K	Buy