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

Tepp RIA’s Portfolio IAK Stock Details IAK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.05M Sell
15,272
-10,419
-41% -$1.4M 2.65% 6
2025
Q1 		$3.54M Buy
25,691
+22,004
+597% +$3.03M 4.81% 6
2024
Q4 		$466K Buy
+3,687
New +$466K 0.69% 15