Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-357
| Closed | -$46K | – | 467 |
|
|
2024
Q3 | $46K | Buy |
+357
| New | +$46K | 0.03% | 322 |
|
|
2022
Q2 | – | Sell |
-2,450
| Closed | -$223K | – | 397 |
|
|
2022
Q1 | $223K | Sell |
2,450
-800
| -25% | -$72.8K | 0.02% | 375 |
|
|
2021
Q4 | $272K | Hold |
3,250
| – | – | 0.03% | 357 |
|
|
2021
Q3 | $254K | Buy |
3,250
+250
| +8% | +$19.5K | 0.03% | 239 |
|
|
2021
Q2 | $232K | Buy |
+3,000
| New | +$232K | 0.02% | 386 |
|