Stonebridge Financial Planning Group’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	$1.81M	Sell	14,138 -1,724	-11%	-$229K	0.67%	47
2025 Q4	$2.16M	Sell	15,862 -978	-6%	-$130K	0.78%	39
2025 Q3	$2.26M	Sell	16,840 -351	-2%	-$45.9K	0.85%	34
2025 Q2	$2.31M	Sell	17,191 -98	-0.6%	-$13K	0.97%	29
2025 Q1	$2.38M	Buy	17,289 +688	+4%	+$89.9K	1.09%	27
2024 Q4	$2.1M	Buy	16,601 +973	+6%	+$127K	0.94%	32
2024 Q3	$2.02M	Buy	15,628 +462	+3%	+$56.3K	0.96%	31
2024 Q2	$1.71M	Sell	15,166 -443	-3%	-$50.5K	0.86%	35
2024 Q1	$1.83M	Sell	15,609 -1,084	-6%	-$118K	0.97%	31
2023 Q4	$1.67M	Sell	16,693 -8,805	-35%	-$848K	0.96%	29
2023 Q3	$2.34M	Sell	25,498 -3,495	-12%	-$318K	1.5%	15
2023 Q2	$2.55M	Sell	28,993 -3,748	-11%	-$324K	1.55%	17
2023 Q1	$2.8M	Buy	32,741 +19,836	+154%	+$1.8M	1.81%	13
2022 Q4	$1.18M	Buy	12,905 +9,655	+297%	+$862K	0.79%	43
2022 Q3	$257K	Buy	+3,250	New	+$271K	0.18%	104