Winthrop Advisory Group’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	$500K	Buy	3,722 +270	+8%	+$36.3K	0.05%	100
2025 Q1	$476K	Buy	3,452 +386	+13%	+$53.2K	0.06%	95
2024 Q4	$388K	Buy	3,066 +556	+22%	+$70.3K	0.05%	107
2024 Q3	$324K	Buy	2,510 +100	+4%	+$12.9K	0.04%	107
2024 Q2	$272K	Buy	+2,410	New	+$272K	0.04%	118