Spire Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

Spire Wealth Management’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$364K	Buy
2025 Q2	$313K	Buy
2025 Q1	$286K	Buy
2024 Q4	$219K	Buy
2024 Q3	$192K	Buy
2024 Q2	$167K	Sell
2024 Q1	$389K	Buy
2023 Q4	$347K	Sell
2023 Q3	$312K	Buy
2022 Q2	–	Sell
2022 Q1	$11K	Buy