SWA
SFMG Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Hold |
4,705
| – | – | 0.05% | 131 |
|
|
2025
Q1 | $648K | Hold |
4,705
| – | – | 0.05% | 127 |
|
|
2024
Q4 | $595K | Hold |
4,705
| – | – | 0.05% | 131 |
|
|
2024
Q3 | $607K | Hold |
4,705
| – | – | 0.05% | 125 |
|
|
2024
Q2 | $531K | Hold |
4,705
| – | – | 0.05% | 131 |
|
|
2024
Q1 | $552K | Sell |
4,705
-40
| -0.8% | -$4.7K | 0.05% | 134 |
|
|
2023
Q4 | $475K | Buy |
+4,745
| New | +$475K | 0.04% | 144 |
|