MAS
Madden Advisory Services’s iShares US Insurance ETF IAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,515
| Closed | -$393K | – | 78 |
|
|
2019
Q4 | $393K | Hold |
5,515
| – | – | 0.26% | 58 |
|
|
2019
Q3 | $397K | Sell |
5,515
-950
| -15% | -$68.4K | 0.28% | 60 |
|
|
2019
Q2 | $457K | Hold |
6,465
| – | – | 0.29% | 63 |
|
|
2019
Q1 | $411K | Hold |
6,465
| – | – | 0.22% | 73 |
|
|
2018
Q4 | $373K | Hold |
6,465
| – | – | 0.23% | 72 |
|
|
2018
Q3 | $428K | Hold |
6,465
| – | – | 0.26% | 65 |
|
|
2018
Q2 | $397K | Hold |
6,465
| – | – | 0.25% | 66 |
|
|
2018
Q1 | $417K | Hold |
6,465
| – | – | 0.25% | 70 |
|
|
2017
Q4 | $430K | Hold |
6,465
| – | – | 0.26% | 71 |
|
|
2017
Q3 | $411K | Hold |
6,465
| – | – | 0.26% | 73 |
|
|
2017
Q2 | $404K | Hold |
6,465
| – | – | 0.27% | 71 |
|
|
2017
Q1 | $391K | Hold |
6,465
| – | – | 0.25% | 71 |
|
|
2016
Q4 | $383K | Hold |
6,465
| – | – | 0.26% | 69 |
|
|
2016
Q3 | $341K | Hold |
6,465
| – | – | 0.21% | 82 |
|
|
2016
Q2 | $327K | Hold |
6,465
| – | – | 0.2% | 82 |
|
|
2016
Q1 | $322K | Hold |
6,465
| – | – | 0.21% | 80 |
|
|
2015
Q4 | $330K | Buy |
6,465
+950
| +17% | +$48.5K | 0.22% | 78 |
|
|
2015
Q3 | $268K | Hold |
5,515
| – | – | 0.18% | 89 |
|
|
2015
Q2 | $278K | Hold |
5,515
| – | – | 0.17% | 85 |
|
|
2015
Q1 | $273K | Hold |
5,515
| – | – | 0.16% | 87 |
|
|
2014
Q4 | $276K | Hold |
5,515
| – | – | 0.16% | 88 |
|
|
2014
Q3 | $260K | Hold |
5,515
| – | – | 0.13% | 94 |
|
|
2014
Q2 | $264K | Hold |
5,515
| – | – | 0.13% | 90 |
|
|
2014
Q1 | $253K | Buy |
5,515
+2,815
| +104% | +$129K | 0.14% | 87 |
|
|
2013
Q4 | $128K | Buy |
+2,700
| New | +$128K | 0.1% | 88 |
|