Smith Anglin Financial’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 | $1.19M | Sell |
8,862
-683
| -7% | -$91.8K | 0.11% | 78 |
|
|
2025
Q1 | $1.32M | Sell |
9,545
-970
| -9% | -$134K | 0.14% | 63 |
|
|
2024
Q4 | $1.33M | Sell |
10,515
-150
| -1% | -$19K | 0.12% | 63 |
|
|
2024
Q3 | $1.38M | Sell |
10,665
-87
| -0.8% | -$11.2K | 0.13% | 65 |
|
|
2024
Q2 | $1.21M | Sell |
10,752
-161
| -1% | -$18.2K | 0.12% | 64 |
|
|
2024
Q1 | $1.28M | Buy |
10,913
+834
| +8% | +$97.9K | 0.13% | 64 |
|
|
2023
Q4 | $1.01M | Buy |
10,079
+19
| +0.2% | +$1.9K | 0.12% | 70 |
|
|
2023
Q3 | $922K | Hold |
10,060
| – | – | 0.11% | 69 |
|
|
2023
Q2 | $884K | Sell |
10,060
-55
| -0.5% | -$4.83K | 0.11% | 74 |
|
|
2023
Q1 | $866K | Buy |
10,115
+7
| +0.1% | +$599 | 0.13% | 68 |
|
|
2022
Q4 | $924K | Buy |
10,108
+11
| +0.1% | +$1.01K | 0.17% | 58 |
|
|
2022
Q3 | $799K | Buy |
10,097
+11
| +0.1% | +$870 | 0.17% | 55 |
|
|
2022
Q2 | $837K | Buy |
10,086
+140
| +1% | +$11.6K | 0.24% | 51 |
|
|
2022
Q1 | $907K | Buy |
9,946
+2,136
| +27% | +$195K | 0.21% | 50 |
|
|
2021
Q4 | $653K | Buy |
+7,810
| New | +$653K | 0.11% | 75 |
|