Winthrop Advisory Group’s iShares US Insurance ETF IAK Stock Holding History

Winthrop Advisory Group’s Portfolio IAK Stock Details IAK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$230K	Sell
2025 Q3	$330K	Sell
2025 Q2	$500K	Buy
2025 Q1	$476K	Buy
2024 Q4	$388K	Buy
2024 Q3	$324K	Buy
2024 Q2	$272K	Buy