Sunbelt Securities’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 |
-2,742
| Closed | -$378K | – | 1851 |
|
|
2025
Q1 | $378K | Buy |
+2,742
| New | +$378K | 0.03% | 392 |
|
|
2024
Q4 | – | Sell |
-4,020
| Closed | -$519K | – | 1861 |
|
|
2024
Q3 | $519K | Buy |
4,020
+1,162
| +41% | +$150K | 0.05% | 346 |
|
|
2024
Q2 | $323K | Buy |
2,858
+2,059
| +258% | +$232K | 0.03% | 435 |
|
|
2024
Q1 | $93.8K | Sell |
799
-1,533
| -66% | -$180K | 0.01% | 730 |
|
|
2023
Q4 | $234K | Buy |
+2,332
| New | +$234K | 0.03% | 454 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1797 |
|