Atria Wealth Solutions’s iShares US Insurance ETF IAK Stock Holding History

Atria Wealth Solutions’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	-1,687	Closed	-$232K	–	1676
2025 Q1	$232K	Sell	1,687 -3,494	-67%	-$457K	﹤0.01%	1632
2024 Q4	$655K	Buy	5,181 +515	+11%	+$67.2K	0.01%	1120
2024 Q3	$602K	Buy	4,666 +1,333	+40%	+$162K	0.01%	1145
2024 Q2	$376K	Buy	3,333 +40	+1%	+$4.56K	﹤0.01%	1370
2024 Q1	$387K	Sell	3,293 -5,868	-64%	-$639K	﹤0.01%	1387
2023 Q4	$917K	Buy	9,161 +1,651	+22%	+$159K	0.01%	901
2023 Q3	$692K	Buy	+7,510	New	+$682K	0.01%	985
2023 Q1	–	Sell	-2,383	Closed	-$218K	–	1904
2022 Q4	$218K	Buy	+2,383	New	+$213K	﹤0.01%	1561

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's IAK Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares US Insurance ETF (IAK) in Q2 2025, closing a stake of 1,687 shares — an estimated $232K sold.

Atria Wealth Solutions first reported a position in IAK in Q4 2022 and held it in 8 quarters. The position peaked at $917K in Q4 2023. 176 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

Atria Wealth Solutions reported no remaining iShares US Insurance ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 1,687 iShares US Insurance ETF shares in Q2 2025, an estimated $232K.
Atria Wealth Solutions first reported a position in iShares US Insurance ETF in Q4 2022 and held it in 8 quarters.
Atria Wealth Solutions's iShares US Insurance ETF position peaked at $917K in Q4 2023.
176 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.