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
2025
Q4
$573K Buy
2025
Q3
$533K Sell
2025
Q2
$559K Sell
2025
Q1
$613K Sell
2024
Q4
$3.33M Buy
2024
Q3
$3.47M Buy
2024
Q2
$2.41M Buy
2023
Q3
Sell
2023
Q2
$2.89M Buy
2023
Q1
$2.71M Sell
2022
Q4
$3.82M Buy