Stratos Wealth Partners’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
Sell
-6,494
Closed -$895K 1448
2025
Q1
$895K Sell
6,494
-52
-0.8% -$7.17K 0.01% 701
2024
Q4
$828K Sell
6,546
-146
-2% -$18.5K 0.01% 764
2024
Q3
$864K Buy
6,692
+25
+0.4% +$3.23K 0.01% 739
2024
Q2
$753K Buy
+6,667
New +$753K 0.01% 754