Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $774K | Buy |
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|
2025
Q2 | $755K | Buy |
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|
2025
Q1 | $602K | Sell |
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|
2024
Q4 | $742K | Sell |
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|
2024
Q3 | $806K | Buy |
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|
2024
Q2 | $665K | Buy |
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|
2024
Q1 | $689K | Hold |
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|
2023
Q4 | $588K | Sell |
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|
2023
Q3 | $557K | Hold |
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|
2023
Q2 | $534K | Sell |
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|
2023
Q1 | $529K | Buy |
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|
2022
Q4 | $561K | Buy |
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|
2022
Q3 | $485K | Buy |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $165K | Buy |
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|
2021
Q4 | $145K | Hold |
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|
2021
Q3 | $136K | Hold |
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|
2021
Q2 | $135K | Hold |
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|
2021
Q1 | $129K | Hold |
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|
2020
Q4 | $117K | Hold |
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|
2020
Q3 | $97K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $2K | Buy |
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