Prospera Financial Services’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 | $9.67M | Buy |
71,910
+4,910
| +7% | +$660K | 0.18% | 126 |
|
|
2025
Q1 | $9.23M | Buy |
67,000
+4,482
| +7% | +$618K | 0.21% | 110 |
|
|
2024
Q4 | $7.91M | Buy |
62,518
+13,219
| +27% | +$1.67M | 0.18% | 124 |
|
|
2024
Q3 | $6.36M | Buy |
49,299
+1,193
| +2% | +$154K | 0.16% | 138 |
|
|
2024
Q2 | $5.43M | Buy |
48,106
+13,939
| +41% | +$1.57M | 0.15% | 144 |
|
|
2024
Q1 | $4.01M | Buy |
34,167
+3,118
| +10% | +$366K | 0.12% | 185 |
|
|
2023
Q4 | $3.11M | Buy |
+31,049
| New | +$3.11M | 0.1% | 230 |
|