Advisors Preferred’s iShares US Insurance ETF IAK Stock Holding History

Advisors Preferred’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
2024 Q4	–	Sell	-4,428	Closed	-$573K	–	229
2024 Q3	$573K	Sell	4,428 -867	-16%	-$106K	0.09%	97
2024 Q2	$599K	Buy	5,295 +2,880	+119%	+$329K	0.1%	82
2024 Q1	$282K	Buy	+2,415	New	+$263K	0.05%	111
2021 Q4	–	Sell	-1,627	Closed	-$129K	–	197
2021 Q3	$129K	Buy	1,627 +1,370	+533%	+$108K	0.02%	146
2021 Q2	$20K	Buy	+257	New	+$20.3K	﹤0.01%	180
2016 Q1	–	Sell	-2,489	Closed	-$127K	–	225
2015 Q4	$127K	Buy	2,489 +2,272	+1,047%	+$117K	0.07%	63
2015 Q3	$11K	Buy	+217	New	+$11.1K	0.01%	147
2015 Q1	–	Sell	-2,140	Closed	-$107K	–	299
2014 Q4	$107K	Sell	2,140 -1,606	-43%	-$77.7K	0.05%	172
2014 Q3	$177K	Buy	+3,746	New	+$178K	0.11%	76

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFI

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisors Preferred's IAK Position: Q4 2024 in Review

Advisors Preferred sold out of iShares US Insurance ETF (IAK) in Q4 2024, closing a stake of 4,428 shares — an estimated $573K sold.

Advisors Preferred first reported a position in IAK in Q3 2014 and held it in 9 quarters. The position peaked at $599K in Q2 2024. 156 funds tracked by Wall St. Rank hold IAK as of Q4 2024.

Advisors Preferred reported no remaining iShares US Insurance ETF position as of Q4 2024 after selling out during the quarter.
Advisors Preferred sold 4,428 iShares US Insurance ETF shares in Q4 2024, an estimated $573K.
Advisors Preferred first reported a position in iShares US Insurance ETF in Q3 2014 and held it in 9 quarters.
Advisors Preferred's iShares US Insurance ETF position peaked at $599K in Q2 2024.
156 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.