Retirement Planning Company of New England’s iShares US Insurance ETF IAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $574K | Sell |
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|
2025
Q2 | $579K | Sell |
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|
2025
Q1 | $598K | Buy |
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|
2024
Q4 | $546K | Buy |
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|
2024
Q3 | $553K | Sell |
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|
2024
Q2 | $494K | Sell |
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|
2024
Q1 | $515K | Sell |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $348K | Sell |
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|
2023
Q2 | $456K | Sell |
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|
2023
Q1 | $452K | Buy |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $425K | Sell |
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|
2022
Q1 | $470K | Buy |
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|
2021
Q4 | $429K | Buy |
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