MinichMacGregor Wealth Management’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
Q2 | $9.3M | Buy |
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|
2025
Q1 | $7.55M | Sell |
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|
2024
Q4 | $11.3M | Sell |
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|
2024
Q3 | $11.7M | Sell |
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|
2024
Q2 | $10.5M | Sell |
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|
2024
Q1 | $11.2M | Sell |
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $9.85M | Sell |
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|
2023
Q2 | $10.4M | Sell |
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|
2023
Q1 | $10.3M | Sell |
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|
2022
Q4 | $11.8M | Buy |
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|
2022
Q3 | $10.1M | Buy |
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|
2022
Q2 | $7.64M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $47K | Hold |
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|
2018
Q2 | $44K | Sell |
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|
2018
Q1 | $105K | Sell |
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|
2017
Q4 | $4.93M | Buy |
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|
2017
Q3 | $3.54M | Buy |
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|
2017
Q2 | $3.31M | Buy |
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|
2017
Q1 | $3.02M | Buy |
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|
2016
Q4 | $2.9M | Buy |
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