Bramshill Investments’s iShares US Insurance ETF IAK Stock Holding History

Bramshill Investments’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	-7,500	Closed	-$1.01M	–	160
2025 Q2	$1.01M	Buy	+7,500	New	+$996K	0.11%	58

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 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 $36.1B AUM 19.68% 1-Year Est. Return

SFI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments's IAK Position: Q3 2025 in Review

Bramshill Investments sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 7,500 shares — an estimated $1.01M sold.

Bramshill Investments first reported a position in IAK in Q2 2025 and held it in 1 quarter. The position peaked at $1.01M in Q2 2025. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

Bramshill Investments reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
Bramshill Investments sold 7,500 iShares US Insurance ETF shares in Q3 2025, an estimated $1.01M.
Bramshill Investments first reported a position in iShares US Insurance ETF in Q2 2025 and held it in 1 quarter.
Bramshill Investments's iShares US Insurance ETF position peaked at $1.01M in Q2 2025.
158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on Bramshill Investments's 13F filing for Q3 2025, filed 14 Nov 2025.