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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 – 1905
2022
Q4 		$218K Buy
+2,383
New +$213K ﹤0.01% 1561

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 $501B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return