MWM
MinichMacGregor Wealth Management’s iShares US Insurance ETF IAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.3M | Buy |
69,142
+14,355
| +26% | +$1.93M | 1.99% | 22 |
|
|
2025
Q1 | $7.55M | Sell |
54,787
-34,786
| -39% | -$4.79M | 1.69% | 22 |
|
|
2024
Q4 | $11.3M | Sell |
89,573
-989
| -1% | -$125K | 2.35% | 12 |
|
|
2024
Q3 | $11.7M | Sell |
90,562
-2,532
| -3% | -$327K | 2.51% | 9 |
|
|
2024
Q2 | $10.5M | Sell |
93,094
-3,085
| -3% | -$348K | 2.57% | 11 |
|
|
2024
Q1 | $11.2M | Sell |
96,179
-5,512
| -5% | -$644K | 2.87% | 8 |
|
|
2023
Q4 | $10.2M | Sell |
101,691
-5,819
| -5% | -$583K | 2.94% | 9 |
|
|
2023
Q3 | $9.85M | Sell |
107,510
-10,611
| -9% | -$972K | 3.26% | 6 |
|
|
2023
Q2 | $10.4M | Sell |
118,121
-2,575
| -2% | -$226K | 3.24% | 7 |
|
|
2023
Q1 | $10.3M | Sell |
120,696
-8,178
| -6% | -$700K | 3.42% | 6 |
|
|
2022
Q4 | $11.8M | Buy |
128,874
+1,721
| +1% | +$157K | 4.25% | 8 |
|
|
2022
Q3 | $10.1M | Buy |
127,153
+35,106
| +38% | +$2.78M | 4.01% | 7 |
|
|
2022
Q2 | $7.64M | Buy |
+92,047
| New | +$7.64M | 3.14% | 10 |
|
|
2018
Q4 | – | Sell |
-715
| Closed | -$47K | – | 271 |
|
|
2018
Q3 | $47K | Hold |
715
| – | – | 0.03% | 127 |
|
|
2018
Q2 | $44K | Sell |
715
-920
| -56% | -$56.6K | 0.03% | 121 |
|
|
2018
Q1 | $105K | Sell |
1,635
-72,389
| -98% | -$4.65M | 0.08% | 68 |
|
|
2017
Q4 | $4.93M | Buy |
74,024
+18,484
| +33% | +$1.23M | 3.85% | 11 |
|
|
2017
Q3 | $3.54M | Buy |
55,540
+2,720
| +5% | +$173K | 2.93% | 15 |
|
|
2017
Q2 | $3.31M | Buy |
52,820
+3,056
| +6% | +$191K | 2.87% | 13 |
|
|
2017
Q1 | $3.02M | Buy |
49,764
+817
| +2% | +$49.5K | 2.72% | 15 |
|
|
2016
Q4 | $2.9M | Buy |
+48,947
| New | +$2.9M | 2.72% | 15 |
|