WealthBridge Capital Management’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
2023
Q4
Sell
-4,052
Closed -$371K 185
2023
Q3
$371K Sell
4,052
-144
-3% -$13.2K 0.15% 106
2023
Q2
$369K Buy
4,196
+142
+4% +$12.5K 0.15% 108
2023
Q1
$347K Buy
+4,054
New +$347K 0.14% 127