WT Wealth 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 | $559K | Sell |
4,158
-287
| -6% | -$38.6K | 0.17% | 90 |
|
|
2025
Q1 | $613K | Sell |
4,445
-21,865
| -83% | -$3.01M | 0.2% | 78 |
|
|
2024
Q4 | $3.33M | Buy |
26,310
+309
| +1% | +$39.1K | 1.04% | 28 |
|
|
2024
Q3 | $3.47M | Buy |
26,001
+4,671
| +22% | +$623K | 1.11% | 28 |
|
|
2024
Q2 | $2.41M | Buy |
+21,330
| New | +$2.41M | 0.82% | 38 |
|
|
2023
Q3 | – | Sell |
-32,892
| Closed | -$2.89M | – | 109 |
|
|
2023
Q2 | $2.89M | Buy |
32,892
+1,258
| +4% | +$111K | 1.2% | 21 |
|
|
2023
Q1 | $2.71M | Sell |
31,634
-10,194
| -24% | -$873K | 1.17% | 24 |
|
|
2022
Q4 | $3.82M | Buy |
+41,828
| New | +$3.82M | 1.86% | 15 |
|