Ameriprise
IAK icon

Ameriprise’s iShares US Insurance ETF IAK Stock Holding History

Ameriprise’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
Q3 		– Sell
-1,853
Closed -$209K – 3971
2024
Q2 		$209K Buy
+1,853
New +$211K ﹤0.01% 3682
2014
Q4 		– Sell
-530
Closed -$25K – 4031
2014
Q3 		$25K Buy
530
+7
+1% +$333 ﹤0.01% 4362
2014
Q2 		$25K Buy
523
+323
+162% +$15.1K ﹤0.01% 4223
2014
Q1 		$9K Hold
200
– – ﹤0.01% 4579
2013
Q4 		$9K Buy
+200
New +$9.09K ﹤0.01% 4419

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise's IAK Position: Q3 2024 in Review

Ameriprise sold out of iShares US Insurance ETF (IAK) in Q3 2024, closing a stake of 1,853 shares — an estimated $209K sold.

Ameriprise first reported a position in IAK in Q4 2013 and held it in 5 quarters. The position peaked at $209K in Q2 2024. 148 funds tracked by Wall St. Rank hold IAK as of Q3 2024.

  • Ameriprise reported no remaining iShares US Insurance ETF position as of Q3 2024 after selling out during the quarter.
  • Ameriprise sold 1,853 iShares US Insurance ETF shares in Q3 2024, an estimated $209K.
  • Ameriprise first reported a position in iShares US Insurance ETF in Q4 2013 and held it in 5 quarters.
  • Ameriprise's iShares US Insurance ETF position peaked at $209K in Q2 2024.
  • 148 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2024.

Based on Ameriprise's 13F filing for Q3 2024, filed 14 Nov 2024.