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Ameritas Advisory Services’s iShares US Insurance ETF IAK Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-950
Closed -$127K – 1476
2025
Q3 		$127K Buy
950
+644
+210% +$84.3K 0.01% 759
2025
Q2 		$41.2K Buy
+306
New +$40.6K ﹤0.01% 1398
2023
Q2 		– Sell
-821
Closed -$70.4K – 1464
2023
Q1 		$70.4K Buy
+821
New +$74.5K ﹤0.01% 1131
2022
Q4 		– Sell
-2,890
Closed -$229K – 894
2022
Q3 		$229K Buy
2,890
+24
+0.8% +$2K 0.01% 675
2022
Q2 		$238K Buy
2,866
+283
+11% +$24.5K 0.01% 698
2022
Q1 		$236K Buy
2,583
+126
+5% +$10.9K 0.01% 741
2021
Q4 		$205K Buy
+2,457
New +$203K 0.01% 773

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $217M AUM 12.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Ameritas Advisory Services's IAK Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 950 shares — an estimated $127K sold.

Ameritas Advisory Services first reported a position in IAK in Q4 2021 and held it in 7 quarters. The position peaked at $238K in Q2 2022. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • Ameritas Advisory Services reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 950 iShares US Insurance ETF shares in Q4 2025, an estimated $127K.
  • Ameritas Advisory Services first reported a position in iShares US Insurance ETF in Q4 2021 and held it in 7 quarters.
  • Ameritas Advisory Services's iShares US Insurance ETF position peaked at $238K in Q2 2022.
  • 149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.