SFMG Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

SFMG Wealth Advisors’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$633K	Hold
2025 Q1	$648K	Hold
2024 Q4	$595K	Hold
2024 Q3	$607K	Hold
2024 Q2	$531K	Hold
2024 Q1	$552K	Sell
2023 Q4	$475K	Buy