Number of Shares
50,879.00
Current Holdings Value*
$6.84 Mil
% of Portfolio
4.55%
Total Estimate Gain
$2.37 Mil
% of Total Estimate Gain
46.60%

Legend Financial Advisors, Inc.'s iShares U.S. Insurance ETF Holding Summary

As of 2025-06-30, Legend Financial Advisors, Inc. held 50,879.00 shares of iShares U.S. Insurance ETF(IAK), totaling $6.84 Mil. This investment constitutes 4.55% of their stock portfolio, and Legend Financial Advisors, Inc. now holds 0.85% of the outstanding iShares U.S. Insurance ETF(IAK) stock.

The initial trade took place in 2022Q2. And since then Legend Financial Advisors, Inc. has made 4 purchases of IAK, at an average price of $86.62, for a total of 58,746.00 shares. In addition, there have been 9 sales at an average price of $115.51 for 7,867.00 shares. Based on historical transaction data and IAK's current price of $128.76, Legend Financial Advisors, Inc.'s estimated gain on his IAK holdings is $2.37 Mil, reflecting a 46.60% gain to date.

Legend Financial Advisors, Inc. IAK ($128.76) Holding Chart

Legend Financial Advisors, Inc. IAK ($128.76) 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 %

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