Sonata Capital Group’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	$511K	Sell	3,800 -200	-5%	-$26.9K	0.2%	72
2025 Q1	$551K	Hold	4,000	–	–	0.24%	66
2024 Q4	$506K	Buy	4,000 +250	+7%	+$31.6K	0.21%	73
2024 Q3	$484K	Buy	3,750 +150	+4%	+$19.4K	0.2%	72
2024 Q2	$407K	Buy	+3,600	New	+$407K	0.21%	60