Legend Financial Advisors’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
2025
Q3
$6.97M Buy
2025
Q2
$6.84M Sell
2025
Q1
$7.11M Sell
2024
Q4
$6.74M Sell
2024
Q3
$6.98M Sell
2024
Q2
$6.29M Buy
2024
Q1
$6.5M Sell
2023
Q4
$5.59M Sell
2023
Q3
$5.27M Buy
2023
Q2
$5.03M Buy
2023
Q1
$4.74M Sell
2022
Q4
$5.06M Sell
2022
Q3
$4.41M Sell
2022
Q2
$4.66M Buy