Tepp RIA’s iShares US Insurance ETF IAK Stock Holding History

Tepp RIA’s Portfolio IAK Stock Details IAK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$626K	Sell
2025 Q3	$832K	Sell
2025 Q2	$2.05M	Sell
2025 Q1	$3.54M	Buy
2024 Q4	$466K	Buy