Realta Investment Advisors’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 | $38.3K | Buy |
+285
| New | +$38.3K | 0.02% | 239 |
|
|
2024
Q3 | – | Sell |
-191
| Closed | -$21.6K | – | 525 |
|
|
2024
Q2 | $21.6K | Hold |
191
| – | – | ﹤0.01% | 613 |
|
|
2024
Q1 | $22.4K | Buy |
+191
| New | +$22.4K | ﹤0.01% | 625 |
|
|
2023
Q4 | – | Sell |
-340
| Closed | -$29.9K | – | 574 |
|
|
2023
Q3 | $29.9K | Hold |
340
| – | – | 0.01% | 569 |
|
|
2023
Q2 | $29.9K | Buy |
+340
| New | +$29.9K | 0.01% | 605 |
|
|
2023
Q1 | – | Sell |
-270
| Closed | -$24.7K | – | 579 |
|
|
2022
Q4 | $24.7K | Buy |
+270
| New | +$24.7K | 0.01% | 619 |
|