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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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return