Muirfield Wealth Advisors’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 | $588K | Sell |
4,376
-395
| -8% | -$53.1K | 0.47% | 44 |
|
|
2025
Q1 | $658K | Sell |
4,771
-2,365
| -33% | -$326K | 0.56% | 36 |
|
|
2024
Q4 | $902K | Sell |
7,136
-503
| -7% | -$63.6K | 0.74% | 32 |
|
|
2024
Q3 | $986K | Sell |
7,639
-702
| -8% | -$90.6K | 0.84% | 28 |
|
|
2024
Q2 | $942K | Buy |
8,341
+207
| +3% | +$23.4K | 0.88% | 29 |
|
|
2024
Q1 | $955K | Sell |
8,134
-941
| -10% | -$110K | 0.92% | 27 |
|
|
2023
Q4 | $909K | Buy |
+9,075
| New | +$909K | 0.96% | 23 |
|