FFASIA
IAK icon

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s iShares US Insurance ETF IAK Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,223
Closed -$1.37M – 73
2025
Q2 		$1.37M Buy
10,223
+163
+2% +$21.6K 0.92% 30
2025
Q1 		$1.39M Sell
10,060
-748
-7% -$97.8K 0.98% 22
2024
Q4 		$1.37M Buy
+10,808
New +$1.41M 0.93% 26

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's IAK Position: Q3 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 10,223 shares — an estimated $1.37M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in IAK in Q4 2024 and held it in 3 quarters. The position peaked at $1.39M in Q1 2025. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 10,223 iShares US Insurance ETF shares in Q3 2025, an estimated $1.37M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in iShares US Insurance ETF in Q4 2024 and held it in 3 quarters.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's iShares US Insurance ETF position peaked at $1.39M in Q1 2025.
  • 158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q3 2025, filed 10 Aug 2026.