Woodley Farra Manion Portfolio Management’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 | $257K | Buy |
1,911
+85
| +5% | +$11.4K | 0.01% | 101 |
|
|
2025
Q1 | $252K | Buy |
+1,826
| New | +$252K | 0.01% | 98 |
|
|
2020
Q3 | – | Sell |
-72
| Closed | -$4K | – | 223 |
|
|
2020
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 343 |
|
|
2020
Q1 | $4K | Buy |
72
+10
| +16% | +$556 | ﹤0.01% | 331 |
|
|
2019
Q4 | $4K | Buy |
+62
| New | +$4K | ﹤0.01% | 328 |
|