UBS Group’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 | $9.53M | Sell |
70,845
-1,898
| -3% | -$255K | ﹤0.01% | 2454 |
|
|
2025
Q1 | $10M | Sell |
72,743
-8,973
| -11% | -$1.24M | ﹤0.01% | 2357 |
|
|
2024
Q4 | $10.3M | Sell |
81,716
-28,812
| -26% | -$3.64M | ﹤0.01% | 2306 |
|
|
2024
Q3 | $14.3M | Buy |
110,528
+58,256
| +111% | +$7.52M | ﹤0.01% | 1470 |
|
|
2024
Q2 | $5.9M | Buy |
52,272
+1,500
| +3% | +$169K | ﹤0.01% | 1984 |
|
|
2024
Q1 | $5.96M | Buy |
50,772
+5,327
| +12% | +$625K | ﹤0.01% | 2034 |
|
|
2023
Q4 | $4.55M | Sell |
45,445
-397
| -0.9% | -$39.8K | ﹤0.01% | 2092 |
|
|
2023
Q3 | $4.2M | Sell |
45,842
-13,809
| -23% | -$1.27M | ﹤0.01% | 1993 |
|
|
2023
Q2 | $5.24M | Buy |
59,651
+376
| +0.6% | +$33K | ﹤0.01% | 1860 |
|
|
2023
Q1 | $5.08M | Sell |
59,275
-45,862
| -44% | -$3.93M | ﹤0.01% | 1837 |
|
|
2022
Q4 | $9.61M | Buy |
105,137
+6,759
| +7% | +$618K | ﹤0.01% | 1410 |
|
|
2022
Q3 | $7.78M | Buy |
98,378
+48,134
| +96% | +$3.81M | ﹤0.01% | 1436 |
|
|
2022
Q2 | $4.17M | Buy |
50,244
+29,459
| +142% | +$2.44M | ﹤0.01% | 1892 |
|
|
2022
Q1 | $1.9M | Buy |
20,785
+10,440
| +101% | +$952K | ﹤0.01% | 2696 |
|
|
2021
Q4 | $865K | Buy |
10,345
+986
| +11% | +$82.4K | ﹤0.01% | 3552 |
|
|
2021
Q3 | $732K | Hold |
9,359
| – | – | ﹤0.01% | 3475 |
|
|
2021
Q2 | $724K | Buy |
9,359
+500
| +6% | +$38.7K | ﹤0.01% | 3497 |
|
|
2021
Q1 | $658K | Buy |
8,859
+70
| +0.8% | +$5.2K | ﹤0.01% | 3721 |
|
|
2020
Q4 | $593K | Buy |
8,789
+190
| +2% | +$12.8K | ﹤0.01% | 3569 |
|
|
2020
Q3 | $479K | Buy |
8,599
+5,614
| +188% | +$313K | ﹤0.01% | 3459 |
|
|
2020
Q2 | $164K | Sell |
2,985
-2,097
| -41% | -$115K | ﹤0.01% | 4135 |
|
|
2020
Q1 | $252K | Sell |
5,082
-5,728
| -53% | -$284K | ﹤0.01% | 3733 |
|
|
2019
Q4 | $771K | Buy |
10,810
+156
| +1% | +$11.1K | ﹤0.01% | 3548 |
|
|
2019
Q3 | $767K | Sell |
10,654
-492
| -4% | -$35.4K | ﹤0.01% | 3395 |
|
|
2019
Q2 | $788K | Buy |
11,146
+113
| +1% | +$7.99K | ﹤0.01% | 3207 |
|
|
2019
Q1 | $702K | Sell |
11,033
-41,803
| -79% | -$2.66M | ﹤0.01% | 3147 |
|
|
2018
Q4 | $3.05M | Buy |
52,836
+38,260
| +262% | +$2.21M | ﹤0.01% | 2088 |
|
|
2018
Q3 | $967K | Sell |
14,576
-2,452
| -14% | -$163K | ﹤0.01% | 3176 |
|
|
2018
Q2 | $1.05M | Sell |
17,028
-27,982
| -62% | -$1.72M | ﹤0.01% | 3041 |
|
|
2018
Q1 | $2.91M | Sell |
45,010
-5,767
| -11% | -$372K | ﹤0.01% | 2255 |
|
|
2017
Q4 | $3.38M | Buy |
50,777
+29,820
| +142% | +$1.99M | ﹤0.01% | 2143 |
|
|
2017
Q3 | $1.34M | Sell |
20,957
-1,110
| -5% | -$70.7K | ﹤0.01% | 2790 |
|
|
2017
Q2 | $1.38M | Buy |
22,067
+3,893
| +21% | +$244K | ﹤0.01% | 2685 |
|
|
2017
Q1 | $1.1M | Buy |
18,174
+2,348
| +15% | +$142K | ﹤0.01% | 2769 |
|
|
2016
Q4 | $939K | Buy |
15,826
+7,644
| +93% | +$454K | ﹤0.01% | 2851 |
|
|
2016
Q3 | $433K | Buy |
8,182
+329
| +4% | +$17.4K | ﹤0.01% | 3235 |
|
|
2016
Q2 | $398K | Sell |
7,853
-2,765
| -26% | -$140K | ﹤0.01% | 3306 |
|
|
2016
Q1 | $530K | Buy |
10,618
+39
| +0.4% | +$1.95K | ﹤0.01% | 3078 |
|
|
2015
Q4 | $541K | Buy |
10,579
+140
| +1% | +$7.16K | ﹤0.01% | 3089 |
|
|
2015
Q3 | $507K | Buy |
10,439
+1,268
| +14% | +$61.6K | ﹤0.01% | 3094 |
|
|
2015
Q2 | $463K | Sell |
9,171
-382
| -4% | -$19.3K | ﹤0.01% | 3320 |
|
|
2015
Q1 | $473K | Sell |
9,553
-747
| -7% | -$37K | ﹤0.01% | 3261 |
|
|
2014
Q4 | $515K | Buy |
+10,300
| New | +$515K | ﹤0.01% | 3179 |
|