PWA

Primoris Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-13,765	Closed	-$1.55M	–	106
2024 Q2	$1.55M	Sell	13,765 -5,500	-29%	-$621K	1.24%	24
2024 Q1	$2.26M	Buy	19,265 +3,565	+23%	+$418K	1.81%	18
2023 Q4	$1.57M	Buy	+15,700	New	+$1.57M	1.48%	19