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Apeiron RIA’s iShares US Insurance ETF IAK Stock Holding History

Apeiron RIA’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
-5,802
Closed -$765K – 215
2025
Q3 		$765K Buy
5,802
+356
+7% +$46.6K 0.17% 98
2025
Q2 		$732K Sell
5,446
-56
-1% -$7.43K 0.19% 92
2025
Q1 		$758K Sell
5,502
-170
-3% -$22.2K 0.23% 88
2024
Q4 		$717K Sell
5,672
-64
-1% -$8.35K 0.2% 90
2024
Q3 		$740K Sell
5,736
-83
-1% -$10.1K 0.21% 80
2024
Q2 		$657K Hold
5,819
– – 0.2% 89
2024
Q1 		$683K Buy
5,819
+21
+0.4% +$2.29K 0.2% 87
2023
Q4 		$581K Sell
5,798
-148
-2% -$14.3K 0.18% 97
2023
Q3 		$545K Hold
5,946
– – 0.19% 94
2023
Q2 		$523K Buy
5,946
+61
+1% +$5.27K 0.18% 91
2023
Q1 		$504K Buy
+5,885
New +$534K 0.17% 95

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Apeiron RIA's IAK Position: Q4 2025 in Review

Apeiron RIA sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 5,802 shares — an estimated $765K sold.

Apeiron RIA first reported a position in IAK in Q1 2023 and held it in 11 quarters. The position peaked at $765K in Q3 2025. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • Apeiron RIA reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Apeiron RIA sold 5,802 iShares US Insurance ETF shares in Q4 2025, an estimated $765K.
  • Apeiron RIA first reported a position in iShares US Insurance ETF in Q1 2023 and held it in 11 quarters.
  • Apeiron RIA's iShares US Insurance ETF position peaked at $765K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Apeiron RIA's 13F filing for Q4 2025, filed 3 Feb 2026.