Summit 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
$463K Sell
3,444
-1,854
-35% -$249K 0.01% 587
2025
Q1
$730K Buy
+5,298
New +$730K 0.02% 434