BOK Financial’s iShares US Insurance ETF IAK Stock Holding History

BOK Financial’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 Q3	–	Sell	-174	Closed	-$23.4K	–	1138
2025 Q2	$23.4K	Hold	174	–	–	﹤0.01%	899
2025 Q1	$24K	Hold	174	–	–	﹤0.01%	903
2024 Q4	$21.2K	Hold	174	–	–	﹤0.01%	905
2024 Q3	$22.4K	Buy	+174	New	+$21.2K	﹤0.01%	911

Other funds holding IAK

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

BOK Financial's IAK Position: Q3 2025 in Review

BOK Financial sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 174 shares — an estimated $23.4K sold.

BOK Financial first reported a position in IAK in Q3 2024 and held it in 4 quarters. The position peaked at $24K in Q1 2025. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

BOK Financial reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
BOK Financial sold 174 iShares US Insurance ETF shares in Q3 2025, an estimated $23.4K.
BOK Financial first reported a position in iShares US Insurance ETF in Q3 2024 and held it in 4 quarters.
BOK Financial's iShares US Insurance ETF position peaked at $24K in Q1 2025.
158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on BOK Financial's 13F filing for Q3 2025, filed 13 Nov 2025.