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	$3.01M	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 New York $1.89T AUM 35.08% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SFI

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 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

B. Riley Wealth Advisors's IAK Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 1,652 shares — an estimated $222K sold.

B. Riley Wealth Advisors first reported a position in IAK in Q2 2014 and held it in 8 quarters. The position peaked at $3.01M in Q4 2014. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

B. Riley Wealth Advisors reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,652 iShares US Insurance ETF shares in Q3 2025, an estimated $222K.
B. Riley Wealth Advisors first reported a position in iShares US Insurance ETF in Q2 2014 and held it in 8 quarters.
B. Riley Wealth Advisors's iShares US Insurance ETF position peaked at $3.01M in Q4 2014.
158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.