SFPG
Stonebridge Financial Planning Group’s iShares US Insurance ETF IAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
17,191
-98
| -0.6% | -$13.2K | 0.97% | 29 |
|
|
2025
Q1 | $2.38M | Buy |
17,289
+688
| +4% | +$94.8K | 1.09% | 27 |
|
|
2024
Q4 | $2.1M | Buy |
16,601
+973
| +6% | +$123K | 0.94% | 32 |
|
|
2024
Q3 | $2.02M | Buy |
15,628
+462
| +3% | +$59.6K | 0.96% | 31 |
|
|
2024
Q2 | $1.71M | Sell |
15,166
-443
| -3% | -$50K | 0.86% | 35 |
|
|
2024
Q1 | $1.83M | Sell |
15,609
-1,084
| -6% | -$127K | 0.97% | 31 |
|
|
2023
Q4 | $1.67M | Sell |
16,693
-8,805
| -35% | -$882K | 0.96% | 29 |
|
|
2023
Q3 | $2.34M | Sell |
25,498
-3,495
| -12% | -$320K | 1.5% | 15 |
|
|
2023
Q2 | $2.55M | Sell |
28,993
-3,748
| -11% | -$329K | 1.55% | 17 |
|
|
2023
Q1 | $2.8M | Buy |
32,741
+19,836
| +154% | +$1.7M | 1.81% | 13 |
|
|
2022
Q4 | $1.18M | Buy |
12,905
+9,655
| +297% | +$882K | 0.79% | 43 |
|
|
2022
Q3 | $257K | Buy |
+3,250
| New | +$257K | 0.18% | 104 |
|