NewEdge 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 | $3.6M | Buy |
26,783
+2,230
| +9% | +$300K | 0.02% | 699 |
|
|
2025
Q1 | $3.38M | Buy |
24,553
+1,233
| +5% | +$170K | 0.02% | 645 |
|
|
2024
Q4 | $2.95M | Buy |
23,320
+2,651
| +13% | +$335K | 0.02% | 670 |
|
|
2024
Q3 | $2.67M | Buy |
20,669
+13,193
| +176% | +$1.7M | 0.02% | 685 |
|
|
2024
Q2 | $844K | Buy |
7,476
+5,613
| +301% | +$634K | 0.01% | 1153 |
|
|
2024
Q1 | $219K | Buy |
1,863
+1,093
| +142% | +$128K | ﹤0.01% | 1799 |
|
|
2023
Q4 | $77.1K | Sell |
770
-200
| -21% | -$20K | ﹤0.01% | 2052 |
|
|
2023
Q3 | $88.9K | Sell |
970
-840
| -46% | -$77K | ﹤0.01% | 1880 |
|
|
2023
Q2 | $159K | Sell |
1,810
-40
| -2% | -$3.52K | ﹤0.01% | 1709 |
|
|
2023
Q1 | $158K | Sell |
1,850
-14,912
| -89% | -$1.28M | ﹤0.01% | 1614 |
|
|
2022
Q4 | $1.36M | Buy |
16,762
+899
| +6% | +$72.7K | 0.04% | 425 |
|
|
2022
Q3 | $1.26M | Buy |
15,863
+1,389
| +10% | +$110K | 0.02% | 563 |
|
|
2022
Q2 | $1.2M | Buy |
+14,474
| New | +$1.2M | 0.02% | 600 |
|