Beacon Harbor Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

Beacon Harbor 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 Q2	–	Sell	-86,768	Closed	-$12M	–	82
2025 Q1	$12M	Buy	+86,768	New	+$11.3M	2.78%	9
2022 Q2	$8.89M	Buy	107,148 +1,251	+1%	+$108K	3.13%	7
2022 Q1	$9.66M	Buy	+105,897	New	+$9.18M	3.15%	7

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 $49B AUM 25.55% 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 $445B AUM 25.58% 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

Beacon Harbor Wealth Advisors's IAK Position: Q2 2025 in Review

Beacon Harbor Wealth Advisors sold out of iShares US Insurance ETF (IAK) in Q2 2025, closing a stake of 86,768 shares — an estimated $12M sold.

Beacon Harbor Wealth Advisors first reported a position in IAK in Q1 2022 and held it in 3 quarters. The position peaked at $12M in Q1 2025. 175 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

Beacon Harbor Wealth Advisors reported no remaining iShares US Insurance ETF position as of Q2 2025 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 86,768 iShares US Insurance ETF shares in Q2 2025, an estimated $12M.
Beacon Harbor Wealth Advisors first reported a position in iShares US Insurance ETF in Q1 2022 and held it in 3 quarters.
Beacon Harbor Wealth Advisors's iShares US Insurance ETF position peaked at $12M in Q1 2025.
175 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.