Belvedere Trading
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Belvedere Trading’s iShares US Insurance ETF IAK Stock Holding History

Belvedere Trading’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
Q4 		– Sell
-200
Closed -$26.8K – 941
2025
Q3 		$26.8K Buy
+200
New +$26.2K ﹤0.01% 745
2025
Q2 		– Sell
-2,000
Closed -$276K – 902
2025
Q1 		$276K Buy
2,000
+1,800
+900% +$235K ﹤0.01% 286
2024
Q4 		$25.3K Buy
+200
New +$26.1K ﹤0.01% 671
2024
Q3 		– Sell
-300
Closed -$33.9K – 787
2024
Q2 		$33.9K Sell
300
-2,800
-90% -$319K ﹤0.01% 538
2024
Q1 		$364K Buy
+3,100
New +$337K ﹤0.01% 201
2023
Q2 		– Sell
-3,300
Closed -$283K – 970
2023
Q1 		$283K Buy
+3,300
New +$300K ﹤0.01% 249

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Belvedere Trading's IAK Position: Q4 2025 in Review

Belvedere Trading sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 2,236 shares — an estimated $300K sold.

Belvedere Trading first reported a position in IAK in Q2 2024 and held it in 4 quarters. The position peaked at $300K in Q3 2025. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • Belvedere Trading reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Belvedere Trading sold 2,236 iShares US Insurance ETF shares in Q4 2025, an estimated $300K.
  • Belvedere Trading first reported a position in iShares US Insurance ETF in Q2 2024 and held it in 4 quarters.
  • Belvedere Trading's iShares US Insurance ETF position peaked at $300K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Belvedere Trading's 13F filing for Q4 2025, filed 10 Feb 2026.