RFG Advisory’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 | $3.54M | Buy |
26,354
+5,370
| +26% | +$722K | 0.08% | 190 |
|
|
2025
Q1 | $2.89M | Buy |
20,984
+4,487
| +27% | +$618K | 0.08% | 184 |
|
|
2024
Q4 | $2.09M | Buy |
16,497
+14,663
| +800% | +$1.85M | 0.06% | 244 |
|
|
2024
Q3 | $237K | Buy |
+1,834
| New | +$237K | 0.01% | 675 |
|
|
2023
Q3 | – | Sell |
-22,358
| Closed | -$1.97M | – | 649 |
|
|
2023
Q2 | $1.97M | Sell |
22,358
-182
| -0.8% | -$16K | 0.09% | 169 |
|
|
2023
Q1 | $1.93M | Buy |
22,540
+1,175
| +5% | +$101K | 0.09% | 167 |
|
|
2022
Q4 | $1.97M | Buy |
+21,365
| New | +$1.97M | 0.1% | 156 |
|