WESPAC Advisors’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
$223K Buy
+1,658
New +$223K 0.16% 158
2024
Q4
Sell
-10,828
Closed -$1.4M 167
2024
Q3
$1.4M Buy
10,828
+1,850
+21% +$239K 1.03% 26
2024
Q2
$1.01M Buy
+8,978
New +$1.01M 0.79% 38