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
2026 Q1	–	Sell	-1,539	Closed	-$210K	–	144
2025 Q4	$210K	Sell	1,539 -70,020	-98%	-$9.28M	0.04%	128
2025 Q3	$9.59M	Buy	71,559 +2,417	+3%	+$316K	1.87%	22
2025 Q2	$9.3M	Buy	69,142 +14,355	+26%	+$1.91M	1.99%	22
2025 Q1	$7.55M	Sell	54,787 -34,786	-39%	-$4.55M	1.69%	22
2024 Q4	$11.3M	Sell	89,573 -989	-1%	-$129K	2.35%	12
2024 Q3	$11.7M	Sell	90,562 -2,532	-3%	-$309K	2.51%	9
2024 Q2	$10.5M	Sell	93,094 -3,085	-3%	-$352K	2.57%	11
2024 Q1	$11.2M	Sell	96,179 -5,512	-5%	-$600K	2.87%	8
2023 Q4	$10.2M	Sell	101,691 -5,819	-5%	-$560K	2.94%	9
2023 Q3	$9.85M	Sell	107,510 -10,611	-9%	-$964K	3.26%	6
2023 Q2	$10.4M	Sell	118,121 -2,575	-2%	-$222K	3.24%	7
2023 Q1	$10.3M	Sell	120,696 -8,178	-6%	-$742K	3.42%	6
2022 Q4	$11.8M	Buy	128,874 +1,721	+1%	+$154K	4.25%	8
2022 Q3	$10.1M	Buy	127,153 +35,106	+38%	+$2.92M	4.01%	7
2022 Q2	$7.64M	Buy	+92,047	New	+$7.96M	3.14%	10
2018 Q4	–	Sell	-715	Closed	-$47K	–	270
2018 Q3	$47K	Hold	715	–	–	0.03%	127
2018 Q2	$44K	Sell	715 -920	-56%	-$58.9K	0.03%	121
2018 Q1	$105K	Sell	1,635 -72,389	-98%	-$4.79M	0.08%	68
2017 Q4	$4.93M	Buy	74,024 +18,484	+33%	+$1.22M	3.85%	11
2017 Q3	$3.54M	Buy	55,540 +2,720	+5%	+$172K	2.93%	15
2017 Q2	$3.31M	Buy	52,820 +3,056	+6%	+$187K	2.87%	13
2017 Q1	$3.02M	Buy	49,764 +817	+2%	+$49.4K	2.72%	15
2016 Q4	$2.9M	Buy	+48,947	New	+$2.75M	2.72%	15