Avantax Advisory Services’s iShares US Insurance ETF IAK Stock Holding History

Avantax Advisory Services’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	$2.43M	Buy	18,067 +1,095	+6%	+$145K	0.01%	704
2025 Q1	$2.34M	Buy	16,972 +2,293	+16%	+$300K	0.01%	676
2024 Q4	$1.86M	Buy	14,679 +11,698	+392%	+$1.53M	0.01%	744
2024 Q3	$385K	Sell	2,981 -303	-9%	-$36.9K	﹤0.01%	1585
2024 Q2	$371K	Sell	3,284 -532	-14%	-$60.7K	﹤0.01%	1560
2024 Q1	$448K	Buy	+3,816	New	+$415K	﹤0.01%	1098
2023 Q1	–	Sell	-4,024	Closed	-$368K	–	1512
2022 Q4	$368K	Sell	4,024 -3,319	-45%	-$296K	﹤0.01%	1012
2022 Q3	$581K	Buy	7,343 +4,308	+142%	+$359K	0.01%	717
2022 Q2	$252K	Buy	3,035 +772	+34%	+$66.8K	﹤0.01%	1094
2022 Q1	$208K	Buy	+2,263	New	+$196K	﹤0.01%	1180

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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 $377B AUM 19.32% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's IAK Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares US Insurance ETF (IAK) stake by 6.5% in Q2 2025, buying an estimated $145K and bringing the position to 18,067 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #704.

Avantax Advisory Services first reported a position in IAK in Q1 2022 and has held it in 10 quarters since. 175 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

Avantax Advisory Services held 18,067 shares of iShares US Insurance ETF worth $2.43M as of Q2 2025.
Avantax Advisory Services bought 1,095 iShares US Insurance ETF shares in Q2 2025, an estimated $145K.
iShares US Insurance ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #704 holding.
Avantax Advisory Services first reported a position in iShares US Insurance ETF in Q1 2022 and has held it in 10 quarters since.
175 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.