Northwestern Mutual Wealth Management’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 | $116K | Sell |
865
-86
| -9% | -$11.6K | ﹤0.01% | 1952 |
|
2025
Q1 | $131K | Sell |
951
-894
| -48% | -$123K | ﹤0.01% | 1833 |
|
2024
Q4 | $233K | Sell |
1,845
-20,464
| -92% | -$2.59M | ﹤0.01% | 1591 |
|
2024
Q3 | $2.88M | Buy |
22,309
+5,478
| +33% | +$707K | ﹤0.01% | 754 |
|
2024
Q2 | $1.9M | Buy |
16,831
+16,080
| +2,141% | +$1.82M | ﹤0.01% | 830 |
|
2024
Q1 | $88.2K | Buy |
751
+534
| +246% | +$62.7K | ﹤0.01% | 1859 |
|
2023
Q4 | $21.7K | Sell |
217
-574
| -73% | -$57.5K | ﹤0.01% | 2372 |
|
2023
Q3 | $72.5K | Buy |
791
+639
| +420% | +$58.6K | ﹤0.01% | 1835 |
|
2023
Q2 | $13.4K | Sell |
152
-77
| -34% | -$6.79K | ﹤0.01% | 2459 |
|
2023
Q1 | $19.6K | Buy |
229
+120
| +110% | +$10.3K | ﹤0.01% | 2258 |
|
2022
Q4 | $9.98K | Buy |
+109
| New | +$9.98K | ﹤0.01% | 2499 |
|