BerganKDV Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

BerganKDV Wealth 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
2020 Q3	–	Sell	-829	Closed	-$46K	–	951
2020 Q2	$46K	Hold	829	–	–	0.01%	361
2020 Q1	$41K	Buy	829 +558	+206%	+$36.6K	0.01%	342
2019 Q4	$19K	Buy	271 +6	+2%	+$423	﹤0.01%	455
2019 Q3	$19K	Buy	+265	New	+$18.8K	﹤0.01%	436

Other funds holding IAK

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SAM

SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return

BerganKDV Wealth Management's IAK Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of iShares US Insurance ETF (IAK) in Q3 2020, closing a stake of 829 shares — an estimated $46K sold.

BerganKDV Wealth Management first reported a position in IAK in Q3 2019 and held it in 4 quarters. The position peaked at $46K in Q2 2020. 35 funds tracked by Wall St. Rank hold IAK as of Q3 2020.

BerganKDV Wealth Management reported no remaining iShares US Insurance ETF position as of Q3 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 829 iShares US Insurance ETF shares in Q3 2020, an estimated $46K.
BerganKDV Wealth Management first reported a position in iShares US Insurance ETF in Q3 2019 and held it in 4 quarters.
BerganKDV Wealth Management's iShares US Insurance ETF position peaked at $46K in Q2 2020.
35 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.