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Sunbelt Securities’s iShares US Insurance ETF IAK Stock Holding History

Sunbelt Securities’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.1K Hold
258
– – ﹤0.01% 1140
2025
Q4 		$35.1K Sell
258
-503
-66% -$66.6K ﹤0.01% 1097
2025
Q3 		$102K Buy
+761
New +$99.6K 0.01% 814
2025
Q2 		– Sell
-2,742
Closed -$378K – 1851
2025
Q1 		$378K Buy
+2,742
New +$358K 0.03% 392
2024
Q4 		– Sell
-4,020
Closed -$519K – 1861
2024
Q3 		$519K Buy
4,020
+1,162
+41% +$142K 0.05% 346
2024
Q2 		$323K Buy
2,858
+2,059
+258% +$235K 0.03% 435
2024
Q1 		$93.8K Sell
799
-1,533
-66% -$167K 0.01% 730
2023
Q4 		$234K Buy
+2,332
New +$225K 0.03% 454
2023
Q3 		– Hold
0
– – – 1797

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LFA
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CI
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