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
2026 Q1	$191K	Sell	1,492 -16	-1%	-$2.12K	﹤0.01%	2042
2025 Q4	$205K	Sell	1,508 -4,269	-74%	-$566K	﹤0.01%	1917
2025 Q3	$774K	Buy	5,777 +162	+3%	+$21.2K	﹤0.01%	1169
2025 Q2	$755K	Buy	5,615 +1,250	+29%	+$166K	0.01%	1113
2025 Q1	$602K	Sell	4,365 -1,502	-26%	-$196K	0.01%	1139
2024 Q4	$742K	Sell	5,867 -377	-6%	-$49.2K	0.01%	981
2024 Q3	$806K	Buy	6,244 +351	+6%	+$42.8K	0.01%	930
2024 Q2	$665K	Buy	5,893 +25	+0.4%	+$2.85K	0.01%	944
2024 Q1	$689K	Hold	5,868	–	–	0.01%	924
2023 Q4	$588K	Sell	5,868 -206	-3%	-$19.8K	0.01%	931
2023 Q3	$557K	Hold	6,074	–	–	0.01%	886
2023 Q2	$534K	Sell	6,074 -104	-2%	-$8.98K	0.01%	909
2023 Q1	$529K	Buy	6,178 +37	+0.6%	+$3.36K	0.01%	898
2022 Q4	$561K	Buy	6,141 +7	+0.1%	+$625	0.01%	869
2022 Q3	$485K	Buy	6,134 +2,701	+79%	+$225K	0.01%	866
2022 Q2	$285K	Buy	3,433 +1,623	+90%	+$140K	0.01%	1057
2022 Q1	$165K	Buy	1,810 +72	+4%	+$6.24K	﹤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%	1869
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	+$99.4K	﹤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	+$2.18K	﹤0.01%	2433