Retirement Planning Company of New England’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 | $579K | Sell |
4,303
-33
| -0.8% | -$4.44K | 0.26% | 111 |
|
|
2025
Q1 | $598K | Buy |
4,336
+23
| +0.5% | +$3.17K | 0.3% | 106 |
|
|
2024
Q4 | $546K | Buy |
4,313
+28
| +0.7% | +$3.54K | 0.26% | 110 |
|
|
2024
Q3 | $553K | Sell |
4,285
-90
| -2% | -$11.6K | 0.28% | 106 |
|
|
2024
Q2 | $494K | Sell |
4,375
-12
| -0.3% | -$1.36K | 0.27% | 104 |
|
|
2024
Q1 | $515K | Sell |
4,387
-21
| -0.5% | -$2.47K | 0.28% | 109 |
|
|
2023
Q4 | $441K | Buy |
4,408
+607
| +16% | +$60.8K | 0.2% | 123 |
|
|
2023
Q3 | $348K | Sell |
3,801
-1,389
| -27% | -$127K | 0.19% | 123 |
|
|
2023
Q2 | $456K | Sell |
5,190
-87
| -2% | -$7.65K | 0.26% | 112 |
|
|
2023
Q1 | $452K | Buy |
5,277
+27
| +0.5% | +$2.31K | 0.27% | 114 |
|
|
2022
Q4 | $480K | Sell |
5,250
-56
| -1% | -$5.12K | 0.31% | 106 |
|
|
2022
Q3 | $419K | Buy |
5,306
+176
| +3% | +$13.9K | 0.3% | 106 |
|
|
2022
Q2 | $425K | Sell |
5,130
-28
| -0.5% | -$2.32K | 0.29% | 110 |
|
|
2022
Q1 | $470K | Buy |
5,158
+14
| +0.3% | +$1.28K | 0.27% | 119 |
|
|
2021
Q4 | $429K | Buy |
+5,144
| New | +$429K | 0.21% | 132 |
|