Saxony Capital Management’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 Q1	–	Sell	-3,268	Closed	-$413K	–	128
2024 Q4	$413K	Sell	3,268 -563	-15%	-$71.2K	0.36%	66
2024 Q3	$494K	Buy	3,831 +1,690	+79%	+$218K	0.45%	60
2024 Q2	$242K	Buy	+2,141	New	+$242K	0.27%	105