Steward Partners Investment Advisory’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 | $755K | Buy |
5,615
+1,250
| +29% | +$168K | 0.01% | 1113 |
|
|
2025
Q1 | $602K | Sell |
4,365
-1,502
| -26% | -$207K | 0.01% | 1139 |
|
|
2024
Q4 | $742K | Sell |
5,867
-377
| -6% | -$47.7K | 0.01% | 981 |
|
|
2024
Q3 | $806K | Buy |
6,244
+351
| +6% | +$45.3K | 0.01% | 930 |
|
|
2024
Q2 | $665K | Buy |
5,893
+25
| +0.4% | +$2.82K | 0.01% | 944 |
|
|
2024
Q1 | $689K | Hold |
5,868
| – | – | 0.01% | 924 |
|
|
2023
Q4 | $588K | Sell |
5,868
-206
| -3% | -$20.6K | 0.01% | 931 |
|
|
2023
Q3 | $557K | Hold |
6,074
| – | – | 0.01% | 886 |
|
|
2023
Q2 | $534K | Sell |
6,074
-104
| -2% | -$9.14K | 0.01% | 909 |
|
|
2023
Q1 | $529K | Buy |
6,178
+37
| +0.6% | +$3.17K | 0.01% | 898 |
|
|
2022
Q4 | $561K | Buy |
6,141
+7
| +0.1% | +$640 | 0.01% | 869 |
|
|
2022
Q3 | $485K | Buy |
6,134
+2,701
| +79% | +$214K | 0.01% | 866 |
|
|
2022
Q2 | $285K | Buy |
3,433
+1,623
| +90% | +$135K | 0.01% | 1057 |
|
|
2022
Q1 | $165K | Buy |
1,810
+72
| +4% | +$6.56K | ﹤0.01% | 1373 |
|
|
2021
Q4 | $145K | Hold |
1,738
| – | – | ﹤0.01% | 1441 |
|
|
2021
Q3 | $136K | Hold |
1,738
| – | – | ﹤0.01% | 1431 |
|
|
2021
Q2 | $135K | Hold |
1,738
| – | – | ﹤0.01% | 1868 |
|
|
2021
Q1 | $129K | Hold |
1,738
| – | – | ﹤0.01% | 1496 |
|
|
2020
Q4 | $117K | Hold |
1,738
| – | – | ﹤0.01% | 1307 |
|
|
2020
Q3 | $97K | Buy |
+1,738
| New | +$97K | ﹤0.01% | 1234 |
|
|
2020
Q1 | – | Sell |
-32
| Closed | -$2K | – | 2595 |
|
|
2019
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 2428 |
|
|
2019
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 2430 |
|
|
2019
Q2 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 2433 |
|