Montag & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-453
| Closed | -$62.5K | – | 978 |
|
|
2025
Q1 | $62.5K | Buy |
453
+2
| +0.4% | +$276 | ﹤0.01% | 567 |
|
|
2024
Q4 | $57K | Buy |
451
+3
| +0.7% | +$379 | ﹤0.01% | 585 |
|
|
2024
Q3 | $57.8K | Buy |
448
+2
| +0.4% | +$258 | ﹤0.01% | 585 |
|
|
2024
Q2 | $50.4K | Buy |
446
+1
| +0.2% | +$113 | ﹤0.01% | 590 |
|
|
2024
Q1 | $52.3K | Buy |
445
+1
| +0.2% | +$118 | ﹤0.01% | 587 |
|
|
2023
Q4 | $44.4K | Buy |
444
+4
| +0.9% | +$400 | ﹤0.01% | 597 |
|
|
2023
Q3 | $40.5K | Hold |
440
| – | – | ﹤0.01% | 587 |
|
|
2023
Q2 | $38.6K | Buy |
440
+2
| +0.5% | +$176 | ﹤0.01% | 601 |
|
|
2023
Q1 | $37.5K | Buy |
438
+1
| +0.2% | +$86 | ﹤0.01% | 594 |
|
|
2022
Q4 | $39.9K | Buy |
437
+2
| +0.5% | +$183 | ﹤0.01% | 585 |
|
|
2022
Q3 | $34K | Buy |
435
+3
| +0.7% | +$234 | ﹤0.01% | 592 |
|
|
2022
Q2 | $36K | Buy |
432
+1
| +0.2% | +$83 | ﹤0.01% | 575 |
|
|
2022
Q1 | $39K | Buy |
431
+2
| +0.5% | +$181 | ﹤0.01% | 597 |
|
|
2021
Q4 | $36K | Buy |
429
+3
| +0.7% | +$252 | ﹤0.01% | 613 |
|
|
2021
Q3 | $33K | Buy |
426
+2
| +0.5% | +$155 | ﹤0.01% | 615 |
|
|
2021
Q2 | $33K | Buy |
424
+2
| +0.5% | +$156 | ﹤0.01% | 602 |
|
|
2021
Q1 | $31K | Buy |
422
+3
| +0.7% | +$220 | ﹤0.01% | 615 |
|
|
2020
Q4 | $28K | Buy |
+419
| New | +$28K | ﹤0.01% | 603 |
|