Spire Wealth Management’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
2026 Q1	$307K	Sell	2,390 -235	-9%	-$31.2K	0.01%	672
2025 Q4	$357K	Sell	2,625 -92	-3%	-$12.2K	0.01%	631
2025 Q3	$364K	Buy	2,717 +387	+17%	+$50.6K	0.01%	617
2025 Q2	$313K	Buy	2,330 +254	+12%	+$33.7K	0.01%	628
2025 Q1	$286K	Buy	2,076 +341	+20%	+$44.6K	0.01%	727
2024 Q4	$219K	Buy	1,735 +248	+17%	+$32.4K	0.01%	793
2024 Q3	$192K	Buy	1,487 +4	+0.3%	+$488	0.01%	737
2024 Q2	$167K	Sell	1,483 -1,835	-55%	-$209K	0.01%	755
2024 Q1	$389K	Buy	3,318 +11	+0.3%	+$1.2K	0.01%	585
2023 Q4	$347K	Sell	3,307 -92	-3%	-$8.86K	0.01%	605
2023 Q3	$312K	Buy	+3,399	New	+$309K	0.01%	584
2022 Q2	–	Sell	-125	Closed	-$11K	–	2746
2022 Q1	$11K	Buy	+125	New	+$10.8K	﹤0.01%	1997