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Baker Avenue Asset Management’s iShares US Insurance ETF IAK Stock Holding History

Baker Avenue Asset 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
2025
Q3 		– Sell
-1,633
Closed -$220K – 644
2025
Q2 		$220K Buy
+1,633
New +$217K 0.01% 454

Other funds holding IAK

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MMA
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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 $530B 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 $570B 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

Baker Avenue Asset Management's IAK Position: Q3 2025 in Review

Baker Avenue Asset Management sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 1,633 shares — an estimated $220K sold.

Baker Avenue Asset Management first reported a position in IAK in Q2 2025 and held it in 1 quarter. The position peaked at $220K in Q2 2025. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

  • Baker Avenue Asset Management reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
  • Baker Avenue Asset Management sold 1,633 iShares US Insurance ETF shares in Q3 2025, an estimated $220K.
  • Baker Avenue Asset Management first reported a position in iShares US Insurance ETF in Q2 2025 and held it in 1 quarter.
  • Baker Avenue Asset Management's iShares US Insurance ETF position peaked at $220K in Q2 2025.
  • 158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on Baker Avenue Asset Management's 13F filing for Q3 2025, filed 31 Oct 2025.