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Benjamin F. Edwards & Company’s iShares US Insurance ETF IAK Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$4K Hold
38
– – ﹤0.01% 1938
2024
Q1 		$4K Buy
+38
New +$4.14K ﹤0.01% 1915

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Benjamin F. Edwards & Company's IAK Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its iShares US Insurance ETF (IAK) position steady in Q2 2024 at 38 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Benjamin F. Edwards & Company first reported a position in IAK in Q1 2024 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold IAK as of Q2 2024.

  • Benjamin F. Edwards & Company held 38 shares of iShares US Insurance ETF worth $4K as of Q2 2024.
  • Benjamin F. Edwards & Company left its iShares US Insurance ETF share count unchanged in Q2 2024.
  • iShares US Insurance ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1938 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares US Insurance ETF in Q1 2024 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.