Smith Anglin Financial’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 Q2	$1.19M	Sell	8,862 -683	-7%	-$90.7K	0.11%	78
2025 Q1	$1.32M	Sell	9,545 -970	-9%	-$127K	0.14%	63
2024 Q4	$1.33M	Sell	10,515 -150	-1%	-$19.6K	0.12%	63
2024 Q3	$1.38M	Sell	10,665 -87	-0.8%	-$10.6K	0.13%	65
2024 Q2	$1.21M	Sell	10,752 -161	-1%	-$18.4K	0.12%	64
2024 Q1	$1.28M	Buy	10,913 +834	+8%	+$90.8K	0.13%	64
2023 Q4	$1.01M	Buy	10,079 +19	+0.2%	+$1.83K	0.12%	70
2023 Q3	$922K	Hold	10,060	–	–	0.11%	69
2023 Q2	$884K	Sell	10,060 -55	-0.5%	-$4.75K	0.11%	74
2023 Q1	$866K	Buy	10,115 +7	+0.1%	+$635	0.13%	68
2022 Q4	$924K	Buy	10,108 +11	+0.1%	+$982	0.17%	58
2022 Q3	$799K	Buy	10,097 +11	+0.1%	+$916	0.17%	55
2022 Q2	$837K	Buy	10,086 +140	+1%	+$12.1K	0.24%	51
2022 Q1	$907K	Buy	9,946 +2,136	+27%	+$185K	0.21%	50
2021 Q4	$653K	Buy	+7,810	New	+$644K	0.11%	75