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AMJ Financial Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

AMJ Financial Wealth Management’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
Q2 		– Sell
-4,364
Closed -$601K – 91
2025
Q1 		$601K Buy
+4,364
New +$570K 0.18% 61

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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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
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

AMJ Financial Wealth Management's IAK Position: Q2 2025 in Review

AMJ Financial Wealth Management sold out of iShares US Insurance ETF (IAK) in Q2 2025, closing a stake of 4,364 shares — an estimated $601K sold.

AMJ Financial Wealth Management first reported a position in IAK in Q1 2025 and held it in 1 quarter. The position peaked at $601K in Q1 2025. 177 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

  • AMJ Financial Wealth Management reported no remaining iShares US Insurance ETF position as of Q2 2025 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 4,364 iShares US Insurance ETF shares in Q2 2025, an estimated $601K.
  • AMJ Financial Wealth Management first reported a position in iShares US Insurance ETF in Q1 2025 and held it in 1 quarter.
  • AMJ Financial Wealth Management's iShares US Insurance ETF position peaked at $601K in Q1 2025.
  • 177 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.