Spire Wealth Management’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 | $313K | Buy |
2,330
+254
| +12% | +$34.2K | 0.01% | 628 |
|
|
2025
Q1 | $286K | Buy |
2,076
+341
| +20% | +$47K | 0.01% | 727 |
|
|
2024
Q4 | $219K | Buy |
1,735
+248
| +17% | +$31.4K | 0.01% | 793 |
|
|
2024
Q3 | $192K | Buy |
1,487
+4
| +0.3% | +$516 | 0.01% | 737 |
|
|
2024
Q2 | $167K | Sell |
1,483
-1,835
| -55% | -$207K | 0.01% | 755 |
|
|
2024
Q1 | $389K | Buy |
3,318
+11
| +0.3% | +$1.29K | 0.01% | 585 |
|
|
2023
Q4 | $347K | Sell |
3,307
-92
| -3% | -$9.66K | 0.01% | 605 |
|
|
2023
Q3 | $312K | Buy |
+3,399
| New | +$312K | 0.01% | 584 |
|
|
2022
Q2 | – | Sell |
-125
| Closed | -$11K | – | 2745 |
|
|
2022
Q1 | $11K | Buy |
+125
| New | +$11K | ﹤0.01% | 1997 |
|