Milestone Advisory Partners’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
2023
Q3
$342K Buy
3,729
+708
+23% +$64.9K 0.28% 47
2023
Q2
$266K Sell
3,021
-206
-6% -$18.1K 0.24% 54
2023
Q1
$276K Hold
3,227
0.25% 56
2022
Q4
$295K Buy
+3,227
New +$295K 0.22% 56