SWC
Spectrum Wealth Counsel’s iShares US Insurance ETF IAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.86M | Buy |
71,539
+12,307
| +21% | +$1.7M | 1.18% | 24 |
|
|
2024
Q4 | $7.49M | Buy |
59,232
+604
| +1% | +$76.4K | 0.88% | 33 |
|
|
2024
Q3 | $7.57M | Buy |
58,628
+4,863
| +9% | +$628K | 0.89% | 33 |
|
|
2024
Q2 | $6.07M | Buy |
53,765
+53,325
| +12,119% | +$6.02M | 0.77% | 37 |
|
|
2024
Q1 | $51.7K | Buy |
+440
| New | +$51.7K | 0.01% | 206 |
|