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Advisor Group’s iShares US Insurance ETF IAK Stock Holding History

Advisor Group’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
2019
Q4 		$113K Sell
1,583
-753
-32% -$53.1K ﹤0.01% 2843
2019
Q3 		$169K Buy
2,336
+354
+18% +$25.1K ﹤0.01% 2446
2019
Q2 		$141K Buy
1,982
+216
+12% +$14.7K ﹤0.01% 2591
2019
Q1 		$112K Buy
1,766
+621
+54% +$38.9K ﹤0.01% 2767
2018
Q4 		$66K Sell
1,145
-605
-35% -$37.1K ﹤0.01% 2989
2018
Q3 		$116K Sell
1,750
-539
-24% -$35.1K ﹤0.01% 2642
2018
Q2 		$141K Sell
2,289
-5
-0.2% -$320 ﹤0.01% 2236
2018
Q1 		$148K Sell
2,294
-80
-3% -$5.3K ﹤0.01% 2218
2017
Q4 		$158K Buy
2,374
+257
+12% +$17K ﹤0.01% 2191
2017
Q3 		$134K Sell
2,117
-170
-7% -$10.8K ﹤0.01% 2161
2017
Q2 		$143K Buy
2,287
+247
+12% +$15.1K ﹤0.01% 2027
2017
Q1 		$123K Buy
2,040
+268
+15% +$16.2K ﹤0.01% 2022
2016
Q4 		$105K Buy
1,772
+302
+21% +$17K ﹤0.01% 2027
2016
Q3 		$78K Sell
1,470
-295
-17% -$15.4K ﹤0.01% 2182
2016
Q2 		$88K Buy
+1,765
New +$89.6K ﹤0.01% 2016

Other funds holding IAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advisor Group's IAK Position: Q4 2019 in Review

Advisor Group reduced its iShares US Insurance ETF (IAK) stake by 32% in Q4 2019, selling an estimated $53.1K and leaving 1,583 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #2843.

Advisor Group first reported a position in IAK in Q2 2016 and has held it in 15 quarters since. The position peaked at $169K in Q3 2019. 44 funds tracked by Wall St. Rank hold IAK as of Q4 2019.

  • Advisor Group held 1,583 shares of iShares US Insurance ETF worth $113K as of Q4 2019.
  • Advisor Group sold 753 iShares US Insurance ETF shares in Q4 2019, an estimated $53.1K.
  • iShares US Insurance ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2843 holding.
  • Advisor Group first reported a position in iShares US Insurance ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares US Insurance ETF position peaked at $169K in Q3 2019.
  • 44 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.