iShares Dow Jones US Insurance Index ETF shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of iShares Dow Jones US Insurance Index ETF (IAK) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal investment in iShares Dow Jones US Insurance Index ETF
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Quarterly reported holdings in iShares Dow Jones US Insurance Index ETF by WESPAC Advisors SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 90k | 134.03 |
| 2025-06-30 | $12M | 90k | 134.46 |
| 2025-03-31 | $9.1M | 66k | 137.81 |
| 2024-12-31 | $8.9M | 70k | 126.47 |
| 2024-09-30 | $6.5M | 51k | 129.05 |
| 2024-06-30 | $477k | 4.2k | 112.92 |
| 2024-03-31 | $495k | 4.2k | 117.39 |
| 2023-12-31 | $419k | 4.2k | 100.12 |
| 2015-12-31 | $290k | 5.7k | 51.10 |
Top funds holding iShares Dow Jones US Insurance Index ETF
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