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Ashton Thomas Private Wealth’s iShares US Insurance ETF IAK Stock Holding History

Ashton Thomas Private Wealth’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
-3,832
Closed -$528K – 845
2025
Q1 		$528K Buy
3,832
+486
+15% +$63.5K 0.02% 534
2024
Q4 		$423K Buy
+3,346
New +$437K 0.02% 567

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

Ashton Thomas Private Wealth's IAK Position: Q2 2025 in Review

Ashton Thomas Private Wealth sold out of iShares US Insurance ETF (IAK) in Q2 2025, closing a stake of 3,832 shares — an estimated $528K sold.

Ashton Thomas Private Wealth first reported a position in IAK in Q4 2024 and held it in 2 quarters. The position peaked at $528K in Q1 2025. 177 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

  • Ashton Thomas Private Wealth reported no remaining iShares US Insurance ETF position as of Q2 2025 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 3,832 iShares US Insurance ETF shares in Q2 2025, an estimated $528K.
  • Ashton Thomas Private Wealth first reported a position in iShares US Insurance ETF in Q4 2024 and held it in 2 quarters.
  • Ashton Thomas Private Wealth's iShares US Insurance ETF position peaked at $528K in Q1 2025.
  • 177 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2025, filed 1 Aug 2025.