WT Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,210	Closed	-$573K	–	143
2025 Q4	$573K	Buy	4,210 +232	+6%	+$30.7K	0.16%	88
2025 Q3	$533K	Sell	3,978 -180	-4%	-$23.6K	0.15%	89
2025 Q2	$559K	Sell	4,158 -287	-6%	-$38.1K	0.17%	90
2025 Q1	$613K	Sell	4,445 -21,865	-83%	-$2.86M	0.2%	78
2024 Q4	$3.33M	Buy	26,310 +309	+1%	+$40.3K	1.04%	28
2024 Q3	$3.47M	Buy	26,001 +4,671	+22%	+$569K	1.11%	28
2024 Q2	$2.41M	Buy	+21,330	New	+$2.43M	0.82%	38
2023 Q3	–	Sell	-32,892	Closed	-$2.89M	–	109
2023 Q2	$2.89M	Buy	32,892 +1,258	+4%	+$109K	1.2%	21
2023 Q1	$2.71M	Sell	31,634 -10,194	-24%	-$925K	1.17%	24
2022 Q4	$3.82M	Buy	+41,828	New	+$3.73M	1.86%	15