AWM
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Avior Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

Avior Wealth Management’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
2023
Q1 		– Sell
-20
Closed -$1.83K – 1643
2022
Q4 		$1.83K Buy
+20
New +$1.78K ﹤0.01% 1054

Other funds holding IAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Avior Wealth Management's IAK Position: Q1 2023 in Review

Avior Wealth Management sold out of iShares US Insurance ETF (IAK) in Q1 2023, closing a stake of 20 shares — an estimated $1.83K sold.

Avior Wealth Management first reported a position in IAK in Q4 2022 and held it in 1 quarter. The position peaked at $1.83K in Q4 2022. 94 funds tracked by Wall St. Rank hold IAK as of Q1 2023.

  • Avior Wealth Management reported no remaining iShares US Insurance ETF position as of Q1 2023 after selling out during the quarter.
  • Avior Wealth Management sold 20 iShares US Insurance ETF shares in Q1 2023, an estimated $1.83K.
  • Avior Wealth Management first reported a position in iShares US Insurance ETF in Q4 2022 and held it in 1 quarter.
  • Avior Wealth Management's iShares US Insurance ETF position peaked at $1.83K in Q4 2022.
  • 94 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2023.

Based on Avior Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.