Montag & Associates’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 | – | Sell |
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|
2025
Q1 | $62.5K | Buy |
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|
2024
Q4 | $57K | Buy |
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|
2024
Q3 | $57.8K | Buy |
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|
2024
Q2 | $50.4K | Buy |
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|
2024
Q1 | $52.3K | Buy |
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|
2023
Q4 | $44.4K | Buy |
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|
2023
Q3 | $40.5K | Hold |
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|
2023
Q2 | $38.6K | Buy |
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|
2023
Q1 | $37.5K | Buy |
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|
2022
Q4 | $39.9K | Buy |
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|
2022
Q3 | $34K | Buy |
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|
2022
Q2 | $36K | Buy |
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|
2022
Q1 | $39K | Buy |
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|
2021
Q4 | $36K | Buy |
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|
2021
Q3 | $33K | Buy |
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|
2021
Q2 | $33K | Buy |
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|
2021
Q1 | $31K | Buy |
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|
2020
Q4 | $28K | Buy |
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