WESPAC Advisors SoCal’s iShares US Insurance ETF IAK Stock Holding History

WESPAC Advisors SoCal’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12M	Buy
2025 Q1	$9.08M	Sell
2024 Q4	$8.87M	Buy
2024 Q3	$6.52M	Buy
2024 Q2	$477K	Hold
2024 Q1	$495K	Buy
2023 Q4	$419K	Buy
2016 Q1	–	Sell
2015 Q4	$290K	Buy