Perigon 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 | $1.21M | Buy |
8,975
+4,219
| +89% | +$567K | 0.03% | 426 |
|
|
2025
Q1 | $655K | Sell |
4,756
-127
| -3% | -$17.5K | 0.02% | 561 |
|
|
2024
Q4 | $627K | Sell |
4,883
-3,765
| -44% | -$484K | 0.02% | 575 |
|
|
2024
Q3 | $1.12M | Buy |
8,648
+2,739
| +46% | +$353K | 0.03% | 402 |
|
|
2024
Q2 | $667K | Buy |
5,909
+3,704
| +168% | +$418K | 0.02% | 463 |
|
|
2024
Q1 | $259K | Hold |
2,205
| – | – | 0.01% | 721 |
|
|
2023
Q4 | $221K | Sell |
2,205
-7
| -0.3% | -$701 | 0.01% | 759 |
|
|
2023
Q3 | $203K | Buy |
+2,212
| New | +$203K | 0.01% | 731 |
|
|
2023
Q1 | – | Sell |
-2,237
| Closed | -$204K | – | 715 |
|
|
2022
Q4 | $204K | Buy |
+2,237
| New | +$204K | 0.01% | 651 |
|