Jackson Wealth Management, LLC IAK Holdings History
Jackson Wealth Management, LLC's iShares U.S. Insurance ETF Holding Summary
As of 2025-03-31, Jackson Wealth Management, LLC held 36,428.00 shares of iShares U.S. Insurance ETF(IAK), totaling $5.02 Mil. This investment constitutes 0.85% of their stock portfolio, and Jackson Wealth Management, LLC now holds 0.64% of the outstanding iShares U.S. Insurance ETF(IAK) stock.
The initial trade took place in 2025Q1. And since then Jackson Wealth Management, LLC has made 1 purchases of IAK, at an average price of $130.69, for a total of 36,428.00 shares. Based on historical transaction data and IAK's current price of $129.26, Jackson Wealth Management, LLC's estimated gain on his IAK holdings is $-52,259.61, reflecting a -1.10% gain to date.
Jackson Wealth Management, LLC IAK ($129.26) Holding Chart
Jackson Wealth Management, LLC IAK ($129.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
