Adapt Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

Adapt Wealth Advisors’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	-64,165	Closed	-$8.63M	–	110
2025 Q2	$8.63M	Buy	64,165 +2,061	+3%	+$274K	3.86%	11
2025 Q1	$8.56M	Buy	62,104 +4,720	+8%	+$617K	4.17%	9
2024 Q4	$7.26M	Buy	57,384 +18,401	+47%	+$2.4M	3.57%	9
2024 Q3	$5.03M	Buy	38,983 +20,431	+110%	+$2.49M	2.69%	15
2024 Q2	$2.09M	Buy	+18,552	New	+$2.12M	1.31%	24

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adapt Wealth Advisors's IAK Position: Q3 2025 in Review

Adapt Wealth Advisors sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 64,165 shares — an estimated $8.63M sold.

Adapt Wealth Advisors first reported a position in IAK in Q2 2024 and held it in 5 quarters. The position peaked at $8.63M in Q2 2025. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

Adapt Wealth Advisors reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
Adapt Wealth Advisors sold 64,165 iShares US Insurance ETF shares in Q3 2025, an estimated $8.63M.
Adapt Wealth Advisors first reported a position in iShares US Insurance ETF in Q2 2024 and held it in 5 quarters.
Adapt Wealth Advisors's iShares US Insurance ETF position peaked at $8.63M in Q2 2025.
158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on Adapt Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.