Legend Financial Advisors’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 | $6.84M | Sell |
50,879
-745
| -1% | -$100K | 4.55% | 10 |
|
|
2025
Q1 | $7.11M | Sell |
51,624
-1,706
| -3% | -$235K | 5.23% | 9 |
|
|
2024
Q4 | $6.74M | Sell |
53,330
-734
| -1% | -$92.8K | 4.76% | 11 |
|
|
2024
Q3 | $6.98M | Sell |
54,064
-1,677
| -3% | -$216K | 4.82% | 11 |
|
|
2024
Q2 | $6.29M | Buy |
55,741
+406
| +0.7% | +$45.8K | 4.47% | 11 |
|
|
2024
Q1 | $6.5M | Sell |
55,335
-477
| -0.9% | -$56K | 4.71% | 11 |
|
|
2023
Q4 | $5.59M | Sell |
55,812
-1,731
| -3% | -$173K | 4.49% | 11 |
|
|
2023
Q3 | $5.27M | Buy |
57,543
+293
| +0.5% | +$26.9K | 4.5% | 11 |
|
|
2023
Q2 | $5.03M | Buy |
57,250
+1,907
| +3% | +$168K | 4.2% | 11 |
|
|
2023
Q1 | $4.74M | Sell |
55,343
-30
| -0.1% | -$2.57K | 3.98% | 11 |
|
|
2022
Q4 | $5.06M | Sell |
55,373
-415
| -0.7% | -$37.9K | 4.42% | 11 |
|
|
2022
Q3 | $4.41M | Sell |
55,788
-352
| -0.6% | -$27.8K | 4.15% | 14 |
|
|
2022
Q2 | $4.66M | Buy |
+56,140
| New | +$4.66M | 4.81% | 12 |
|