Well Done LLC’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 | $5.65M | Buy |
41,990
+4,263
| +11% | +$573K | 1.06% | 25 |
|
|
2025
Q1 | $4.77M | Buy |
37,727
+1,437
| +4% | +$182K | 0.87% | 27 |
|
|
2024
Q4 | $4.68M | Hold |
36,290
| – | – | 0.86% | 29 |
|
|
2024
Q3 | $4.68M | Sell |
36,290
-3,691
| -9% | -$476K | 0.86% | 29 |
|
|
2024
Q2 | $4.51M | Hold |
39,981
| – | – | 0.94% | 26 |
|
|
2024
Q1 | $4.69M | Sell |
39,981
-2,093
| -5% | -$246K | 0.92% | 26 |
|
|
2023
Q4 | $4.21M | Sell |
42,074
-3,112
| -7% | -$312K | 0.82% | 29 |
|
|
2023
Q3 | $4.14M | Sell |
45,186
-965
| -2% | -$88.4K | 0.92% | 27 |
|
|
2023
Q2 | $4.06M | Sell |
46,151
-967
| -2% | -$85K | 0.86% | 28 |
|
|
2023
Q1 | $4.03M | Buy |
47,118
+1,439
| +3% | +$123K | 0.87% | 33 |
|
|
2022
Q4 | $4.18M | Buy |
45,679
+6,859
| +18% | +$627K | 0.9% | 26 |
|
|
2022
Q3 | $3.07M | Buy |
38,820
+4,979
| +15% | +$394K | 0.75% | 32 |
|
|
2022
Q2 | $2.81M | Buy |
+33,841
| New | +$2.81M | 0.62% | 34 |
|
|
2018
Q2 | – | Sell |
-988
| Closed | -$64K | – | 301 |
|
|
2018
Q1 | $64K | Buy |
+988
| New | +$64K | 0.02% | 209 |
|