Legacy Capital Group California’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
2024
Q4
Sell
-1,846
Closed -$238K 344
2024
Q3
$238K Buy
+1,846
New +$238K 0.08% 279
2023
Q2
Sell
-16,236
Closed -$1.39M 279
2023
Q1
$1.39M Buy
+16,236
New +$1.39M 0.68% 36