Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,288
| Closed | -$941K | – | 528 |
|
|
2024
Q3 | $941K | Buy |
7,288
+169
| +2% | +$21.8K | 0.13% | 151 |
|
|
2024
Q2 | $804K | Buy |
7,119
+453
| +7% | +$51.2K | 0.12% | 160 |
|
|
2024
Q1 | $783K | Buy |
6,666
+575
| +9% | +$67.5K | 0.12% | 168 |
|
|
2023
Q4 | $610K | Buy |
6,091
+327
| +6% | +$32.7K | 0.11% | 190 |
|
|
2023
Q3 | $528K | Sell |
5,764
-86
| -1% | -$7.88K | 0.1% | 186 |
|
|
2023
Q2 | $514K | Sell |
5,850
-733
| -11% | -$64.4K | 0.1% | 196 |
|
|
2023
Q1 | $564K | Buy |
+6,583
| New | +$564K | 0.12% | 174 |
|