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B. Riley Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-1,652
Closed -$222K – 1131
2025
Q2 		$222K Buy
+1,652
New +$219K 0.01% 844
2016
Q3 		– Sell
-4,395
Closed -$223K – 629
2016
Q2 		$223K Sell
4,395
-347
-7% -$17.6K 0.04% 506
2016
Q1 		$237K Sell
4,742
-197
-4% -$9.42K 0.05% 418
2015
Q4 		$253K Buy
4,939
+84
+2% +$4.34K 0.05% 418
2015
Q3 		$236K Buy
+4,855
New +$248K 0.06% 422
2015
Q2 		– Sell
-5,716
Closed -$283K – 561
2015
Q1 		$283K Sell
5,716
-5,306
-48% -$259K 0.07% 375
2014
Q4 		$3.01K Buy
+11,022
New +$533K 0.06% 386
2014
Q3 		– Sell
-37
Closed -$1.77K – 1213
2014
Q2 		$1.77K Buy
+37
New +$1.72K ﹤0.01% 2238

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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