LPL Financial’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 | $24.9M | Buy |
185,155
+25,342
| +16% | +$3.41M | 0.01% | 1114 |
|
|
2025
Q1 | $22M | Buy |
159,813
+47,716
| +43% | +$6.58M | 0.01% | 1092 |
|
|
2024
Q4 | $14.2M | Sell |
112,097
-55,250
| -33% | -$6.99M | 0.01% | 1287 |
|
|
2024
Q3 | $21.6M | Sell |
167,347
-22,902
| -12% | -$2.96M | 0.01% | 1007 |
|
|
2024
Q2 | $21.5M | Buy |
190,249
+32,631
| +21% | +$3.68M | 0.01% | 930 |
|
|
2024
Q1 | $18.5M | Buy |
157,618
+61,743
| +64% | +$7.25M | 0.01% | 975 |
|
|
2023
Q4 | $9.6M | Buy |
95,875
+49,298
| +106% | +$4.94M | 0.01% | 1279 |
|
|
2023
Q3 | $4.27M | Sell |
46,577
-11,118
| -19% | -$1.02M | ﹤0.01% | 1689 |
|
|
2023
Q2 | $5.07M | Sell |
57,695
-99,522
| -63% | -$8.75M | ﹤0.01% | 1552 |
|
|
2023
Q1 | $13.5M | Buy |
157,217
+7,457
| +5% | +$638K | 0.01% | 937 |
|
|
2022
Q4 | $13.7M | Buy |
149,760
+79,715
| +114% | +$7.29M | 0.01% | 860 |
|
|
2022
Q3 | $5.54M | Sell |
70,045
-76
| -0.1% | -$6.01K | 0.01% | 1311 |
|
|
2022
Q2 | $5.82M | Buy |
70,121
+26,106
| +59% | +$2.17M | 0.01% | 1287 |
|
|
2022
Q1 | $4.02M | Buy |
44,015
+32,599
| +286% | +$2.97M | ﹤0.01% | 1576 |
|
|
2021
Q4 | $954K | Buy |
11,416
+1,551
| +16% | +$130K | ﹤0.01% | 2688 |
|
|
2021
Q3 | $771K | Buy |
9,865
+811
| +9% | +$63.4K | ﹤0.01% | 2818 |
|
|
2021
Q2 | $701K | Buy |
9,054
+815
| +10% | +$63.1K | ﹤0.01% | 2861 |
|
|
2021
Q1 | $612K | Buy |
8,239
+12
| +0.1% | +$891 | ﹤0.01% | 2841 |
|
|
2020
Q4 | $555K | Buy |
8,227
+225
| +3% | +$15.2K | ﹤0.01% | 2649 |
|
|
2020
Q3 | $446K | Buy |
8,002
+128
| +2% | +$7.13K | ﹤0.01% | 2555 |
|
|
2020
Q2 | $433K | Sell |
7,874
-9,899
| -56% | -$544K | ﹤0.01% | 2503 |
|
|
2020
Q1 | $881K | Sell |
17,773
-3,561
| -17% | -$177K | ﹤0.01% | 1699 |
|
|
2019
Q4 | $1.52M | Buy |
21,334
+10,533
| +98% | +$751K | ﹤0.01% | 1548 |
|
|
2019
Q3 | $778K | Buy |
10,801
+3,451
| +47% | +$249K | ﹤0.01% | 1908 |
|
|
2019
Q2 | $520K | Sell |
7,350
-190
| -3% | -$13.4K | ﹤0.01% | 2244 |
|
|
2019
Q1 | $480K | Sell |
7,540
-37
| -0.5% | -$2.36K | ﹤0.01% | 2251 |
|
|
2018
Q4 | $437K | Buy |
+7,577
| New | +$437K | ﹤0.01% | 2132 |
|
|
2018
Q3 | – | Sell |
-3,616
| Closed | -$222K | – | 3247 |
|
|
2018
Q2 | $222K | Sell |
3,616
-3,876
| -52% | -$238K | ﹤0.01% | 2886 |
|
|
2018
Q1 | $484K | Sell |
7,492
-2,050
| -21% | -$132K | ﹤0.01% | 2159 |
|
|
2017
Q4 | $635K | Buy |
9,542
+3,729
| +64% | +$248K | ﹤0.01% | 1840 |
|
|
2017
Q3 | $370K | Sell |
5,813
-6,142
| -51% | -$391K | ﹤0.01% | 2177 |
|
|
2017
Q2 | $749K | Sell |
11,955
-1,364
| -10% | -$85.5K | ﹤0.01% | 1577 |
|
|
2017
Q1 | $801K | Buy |
13,319
+2,153
| +19% | +$129K | 0.01% | 1418 |
|
|
2016
Q4 | $664K | Buy |
11,166
+6,208
| +125% | +$369K | 0.01% | 1491 |
|
|
2016
Q3 | $261K | Sell |
4,958
-5,210
| -51% | -$274K | ﹤0.01% | 2226 |
|
|
2016
Q2 | $507K | Sell |
10,168
-9,930
| -49% | -$495K | ﹤0.01% | 1659 |
|
|
2016
Q1 | $991K | Sell |
20,098
-25,318
| -56% | -$1.25M | ﹤0.01% | 1685 |
|
|
2015
Q4 | $2.28M | Buy |
45,416
+32,940
| +264% | +$1.65M | 0.01% | 1088 |
|
|
2015
Q3 | $617K | Sell |
12,476
-2,044
| -14% | -$101K | ﹤0.01% | 1610 |
|
|
2015
Q2 | $747K | Sell |
14,520
-5,921
| -29% | -$305K | ﹤0.01% | 1579 |
|
|
2015
Q1 | $1.01M | Sell |
20,441
-3,046
| -13% | -$150K | 0.01% | 1348 |
|
|
2014
Q4 | $1.18M | Buy |
23,487
+5,152
| +28% | +$258K | 0.01% | 1196 |
|
|
2014
Q3 | $852K | Buy |
18,335
+1,215
| +7% | +$56.5K | 0.01% | 1383 |
|
|
2014
Q2 | $818K | Buy |
17,120
+5,785
| +51% | +$276K | ﹤0.01% | 1470 |
|
|
2014
Q1 | $520K | Buy |
11,335
+210
| +2% | +$9.63K | ﹤0.01% | 1716 |
|
|
2013
Q4 | $527K | Buy |
11,125
+2,369
| +27% | +$112K | ﹤0.01% | 1695 |
|
|
2013
Q3 | $386K | Buy |
8,756
+954
| +12% | +$42.1K | ﹤0.01% | 1822 |
|
|
2013
Q2 | $318K | Buy |
+7,802
| New | +$318K | ﹤0.01% | 1867 |
|