Stifel Financial’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 | $19.2M | Buy |
143,014
+20,266
| +17% | +$2.73M | 0.02% | 610 |
|
|
2025
Q1 | $16.9M | Sell |
122,748
-22,986
| -16% | -$3.17M | 0.02% | 629 |
|
|
2024
Q4 | $18.4M | Buy |
145,734
+17,208
| +13% | +$2.18M | 0.02% | 599 |
|
|
2024
Q3 | $16.6M | Sell |
128,526
-10,203
| -7% | -$1.32M | 0.02% | 659 |
|
|
2024
Q2 | $15.7M | Buy |
138,729
+13,895
| +11% | +$1.57M | 0.02% | 628 |
|
|
2024
Q1 | $14.7M | Sell |
124,834
-9,308
| -7% | -$1.09M | 0.02% | 659 |
|
|
2023
Q4 | $13.4M | Buy |
134,142
+13,240
| +11% | +$1.33M | 0.02% | 660 |
|
|
2023
Q3 | $11.1M | Buy |
120,902
+3,170
| +3% | +$291K | 0.02% | 675 |
|
|
2023
Q2 | $10.3M | Buy |
117,732
+286
| +0.2% | +$25.1K | 0.01% | 698 |
|
|
2023
Q1 | $10.1M | Buy |
117,446
+4,521
| +4% | +$387K | 0.01% | 688 |
|
|
2022
Q4 | $10.3M | Buy |
112,925
+628
| +0.6% | +$57.4K | 0.02% | 646 |
|
|
2022
Q3 | $8.88M | Buy |
112,297
+3,874
| +4% | +$306K | 0.01% | 679 |
|
|
2022
Q2 | $9M | Buy |
108,423
+104,039
| +2,373% | +$8.63M | 0.01% | 698 |
|
|
2022
Q1 | $401K | Buy |
+4,384
| New | +$401K | ﹤0.01% | 2699 |
|
|
2018
Q1 | – | Sell |
-18,000
| Closed | -$1.2M | – | 2737 |
|
|
2017
Q4 | $1.2M | Buy |
18,000
+95
| +0.5% | +$6.33K | ﹤0.01% | 1413 |
|
|
2017
Q3 | $1.14M | Buy |
17,905
+685
| +4% | +$43.5K | ﹤0.01% | 1427 |
|
|
2017
Q2 | $1.08M | Buy |
17,220
+234
| +1% | +$14.6K | ﹤0.01% | 1440 |
|
|
2017
Q1 | $1.03M | Sell |
16,986
-465
| -3% | -$28.2K | ﹤0.01% | 1440 |
|
|
2016
Q4 | $1.04M | Buy |
+17,451
| New | +$1.04M | ﹤0.01% | 1374 |
|
|
2015
Q1 | – | Sell |
-5,956
| Closed | -$298K | – | 2333 |
|
|
2014
Q4 | $298K | Buy |
5,956
+1,385
| +30% | +$69.3K | ﹤0.01% | 1885 |
|
|
2014
Q3 | $215K | Sell |
4,571
-4,688
| -51% | -$221K | ﹤0.01% | 1977 |
|
|
2014
Q2 | $443K | Buy |
9,259
+268
| +3% | +$12.8K | ﹤0.01% | 1562 |
|
|
2014
Q1 | $413K | Buy |
+8,991
| New | +$413K | ﹤0.01% | 1528 |
|