WAS
WESPAC Advisors SoCal’s iShares US Insurance ETF IAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
89,592
+23,685
| +36% | +$3.18M | 2.69% | 10 |
|
|
2025
Q1 | $9.08M | Sell |
65,907
-4,196
| -6% | -$578K | 2.37% | 15 |
|
|
2024
Q4 | $8.87M | Buy |
70,103
+19,580
| +39% | +$2.48M | 2.01% | 20 |
|
|
2024
Q3 | $6.52M | Buy |
50,523
+46,303
| +1,097% | +$5.98M | 1.51% | 24 |
|
|
2024
Q2 | $477K | Hold |
4,220
| – | – | 0.12% | 67 |
|
|
2024
Q1 | $495K | Buy |
4,220
+40
| +1% | +$4.7K | 0.13% | 69 |
|
|
2023
Q4 | $419K | Buy |
+4,180
| New | +$419K | 0.12% | 73 |
|
|
2016
Q1 | – | Sell |
-5,675
| Closed | -$290K | – | 307 |
|
|
2015
Q4 | $290K | Buy |
+5,675
| New | +$290K | 0.19% | 70 |
|