Stephens Inc’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 | $455K | Buy |
3,385
+7
| +0.2% | +$941 | 0.01% | 868 |
|
|
2025
Q1 | $466K | Buy |
3,378
+16
| +0.5% | +$2.21K | 0.01% | 844 |
|
|
2024
Q4 | $425K | Sell |
3,362
-388
| -10% | -$49.1K | 0.01% | 900 |
|
|
2024
Q3 | $484K | Buy |
3,750
+11
| +0.3% | +$1.42K | 0.01% | 850 |
|
|
2024
Q2 | $422K | Buy |
3,739
+5
| +0.1% | +$565 | 0.01% | 868 |
|
|
2024
Q1 | $438K | Sell |
3,734
-401
| -10% | -$47.1K | 0.01% | 869 |
|
|
2023
Q4 | $414K | Buy |
4,135
+26
| +0.6% | +$2.6K | 0.01% | 821 |
|
|
2023
Q3 | $377K | Hold |
4,109
| – | – | 0.01% | 823 |
|
|
2023
Q2 | $361K | Buy |
4,109
+1,397
| +52% | +$123K | 0.01% | 857 |
|
|
2023
Q1 | $232K | Buy |
2,712
+9
| +0.3% | +$771 | ﹤0.01% | 979 |
|
|
2022
Q4 | $247K | Buy |
2,703
+14
| +0.5% | +$1.28K | 0.01% | 926 |
|
|
2022
Q3 | $213K | Buy |
2,689
+15
| +0.6% | +$1.19K | ﹤0.01% | 1014 |
|
|
2022
Q2 | $222K | Buy |
+2,674
| New | +$222K | ﹤0.01% | 1036 |
|
|
2018
Q1 | – | Sell |
-3,178
| Closed | -$212K | – | 701 |
|
|
2017
Q4 | $212K | Sell |
3,178
-419
| -12% | -$28K | 0.01% | 638 |
|
|
2017
Q3 | $229K | Hold |
3,597
| – | – | 0.01% | 635 |
|
|
2017
Q2 | $225K | Sell |
3,597
-579
| -14% | -$36.2K | 0.01% | 769 |
|
|
2017
Q1 | $253K | Buy |
4,176
+54
| +1% | +$3.27K | 0.01% | 713 |
|
|
2016
Q4 | $245K | Buy |
+4,122
| New | +$245K | 0.01% | 658 |
|