Lee, Danner & Bass’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 | $5.15M | Buy |
38,338
+4,593
| +14% | +$618K | 0.4% | 56 |
|
|
2025
Q1 | $4.65M | Sell |
33,745
-750
| -2% | -$103K | 0.38% | 58 |
|
|
2024
Q4 | $4.36M | Buy |
34,495
+355
| +1% | +$44.9K | 0.35% | 63 |
|
|
2024
Q3 | $4.41M | Buy |
34,140
+92
| +0.3% | +$11.9K | 0.31% | 62 |
|
|
2024
Q2 | $3.85M | Buy |
+34,048
| New | +$3.85M | 0.3% | 66 |
|
|
2023
Q4 | $4.09M | Buy |
40,859
+37,024
| +965% | +$3.71M | 0.35% | 66 |
|
|
2023
Q3 | $351K | Buy |
+3,835
| New | +$351K | 0.03% | 173 |
|