Adapt Wealth Advisors
IAK icon

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SPC Financial Inc
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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. 160 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.
  • 160 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.